Strong Microsoft & Meta shares with the return of spending on artificial intelligence

Giants in the technology industry reported profits for the first time in 2025 to expectation. Investors were keen to hear how the surplus players will respond to the markets, which shook the markets. Several major technology names and semi -conductors were widely sold after a report stating that Deepseek has developed his R1 model for less than $ 6 million.

This suspects the need to spend billions to develop Amnesty International’s infrastructure, which leads to speculation that hyperactivity can significantly reduce investment in artificial intelligence. However, according to Microsoft Nasdak: msft And Meta platforms Nasdak: DefinitionThe investment train will continue from artificial intelligence, at least at the present time.

Below, I will dismantle the important news related to artificial intelligence investments revealed by these amazing seven shares. I will also detail the comments from their top management teams explain the effect they see Deepseek. I will conclude with the participation of the developments in the end of these two superiority.

Microsoft: an investment plan worth $ 80 billion

Microsoft mentioned at the beginning of January. Looking to invest 80 billion dollars In the fiscal year 2025 for more artificial intelligence. Specifically, the investment is looking to “establish data centers that support artificial intelligence to train artificial intelligence models and publish AI and applications based on the group of cores around the world.”

With the financial company Q2 2025 Results Upon exit on January 30, the fiscal year already ended in the middle of the road to Microsoft. So far, the company has spent $ 43 billion on capital expenditures (Capex), which is likely to have gone towards artificial intelligence initiatives. Q1 witnessed $ 20 billion in spending, while Q2 was $ 22.6 billion, which is an acceleration of 13 %. The company still has a lot to leave it in the year. It will be an increase of 60 % of $ 50 billion in Capex in the fiscal year 2024.

Microsoft’s financial manager indicated that the company can already exceed the spending goal for the full year. It expects CAPEX expenses in Q3 and Q4 will remain at similar levels of Q2. Given that the Q2 witnessed $ 22.6 billion in Capex, the total entire year in the company will reach $ 87 billion.

When it comes to Deepseek, it seems that Microsoft adopts its innovations instead of paying. The company has The R1’s Deepseek model has been added to the Azure Ai MuseumWhere customers can use it to create and design applications using more than 1,800 model. Microsoft explained that with low computing prices AI, more artificial intelligence applications will be written. This means more demand for Microsoft Azure’s infrastructure to design and operate these applications.

In addition, if artificial intelligence models require a lower computing power, they can operate locally on devices without relying on data centers. Microsoft is now developing capabilities Copilot+ PCS to turn on Deepseek R1 locally. This enhances the Microsoft Copilot offer, allowing it to make higher revenues over time.

Meta: Looking forward to learning from Deepseek progress

Definition platforms today

689.18 dollars +2.18 (+0.32 %)

As of 01/31/2025 04:00 pm

52 weeks

$ 387.10

▼

710.79 dollars

Profit

0.29 %

P/E ratio.

28.81

The target price

706.76 dollars

A few days before Deepseek, Meta said it plans to spend between $ 60 billion and $ 65 billion on Ai Capex. It also looks forward to developing artificial intelligence. The company repeated this expected pace to invest in its profit call.

There is a noticeable difference between Meta and Microsoft is that the last Meta profits were for the year 2024. So, we do not yet have an insight into how the actually declared 2025 spending is formed. However, the company said it is planning to invest “hundreds of billions” in the long -term Amnesty International Infrastructure.

Regarding Deepseek, CEO Mark Zuckerberg explicitly stated that the Deepseek model is a competitor to the Llama model in Meta. He added that there are developments in the Deepseek model that Meta will look at the Llama model. He stated that adopting developments from competitors is not unique to Deepseek; This is how the technology industry works.

He went on to say that it is too early to know what Dibsic will mean to the company’s path on the infrastructure of artificial intelligence and CAPEX spent to move forward. The company still believes that the huge investment in the data center will pay its fruits. The infrastructure will be necessary to serve billions of users with artificial intelligence capabilities.

Final ideas

In general, it is largely customary when it comes to AI trips to these companies. Development and axis occurs, but the changes concerned with the land are not achieved. As was the case before Deepseek, they will need more progress in showing the return on investment for artificial intelligence projects. The image that will show the companies to show the final winners in artificial intelligence, at the very least.

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