Artificial intelligence was the focus when tech giants Microsoft and Meta kicked off the first round of Big Tech earnings of 2025. Here's what we learned.

Microsoft (NASDAQ:MSFT) demonstrated the ability to monetize artificial intelligence outside of infrastructure in its second quarter fiscal 2025 earnings results. Still, shares were down 5% during early market action on Thursday.

Elon Musk asked a judge to block OpenAI's attempt to transition from nonprofit to for-profit. It's not the first time he's feuded with CEO Sam Altman.

It took less than two years for Nvidia to add more than $3 trillion in market value and become Wall Street's most-valuable publicly traded company. However, the arrival of DeepSeek reminds investors that next-big-thing technologies have an ominous early stage track record.

Microsoft, MSFT, CEO Satya Nadella is expected to talk about DeepSeek, Stargate, Azure, Copilot, AI, GenAI and more on the tech vendor’s 2Q 2025 earnings call.

The project which Trump calls “the largest AI infrastructure in the history of AI” has been backed by some of the biggest names in tech and business.

Microsoft's second quarter fiscal 2025 earnings show impressive growth in AI revenue, despite slightly slower Azure growth. Read more here.

While investors fret about what the arrival of DeepSeek means for their all-in bet on American artificial intelligence dominance, they’re ignoring even bigger questions.

Despite the controversy surrounding the Chinese open-source model, it has received the blessing of US companies that say their versions of it are safer and feature less censorship.

OpenAI has claimed it found evidence suggesting that DeepSeek used distillation, a technique that extracts data from larger models to train smaller ones. OpenAI’s GPT-4 model, which cost over $100 million to train,

Both Meta and Microsoft committed to huge investments in artificial intelligence, despite new Chinese software outperforming American rivals at a lower cost.