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.

Microsoft Corp. said Wednesday that its profit for the October-December quarter grew 10% from the same time last year as it works to capitalize on the huge amounts of money it has spent to advance its artificial intelligence technology.

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.

The emergence of DeepSeek's free assistant has placed big doubts over the US market's AI-driven rally of the past two years.

Monday’s more than $500 billion loss for Nvidia followed panic surrounding DeepSeek’s AI model running on far less of Nvidia’s coveted GPUs than its American counterparts.

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

We recently published a list of 5 Companies Set To Address DeepSeek AI Concerns In Earnings Calls Today. In this article, we are going to take a look at where Microsoft Corporation (NASDAQ:MSFT) stands against other companies set to address DeepSeek AI concerns in earnings calls today.

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.