Microsoft to report earnings in the fourth quarter in the middle of rebellion over Deepseeks AI | Technology

Microsoft will report its earnings in the 2nd quarter of the 2025 fiscal year on Wednesday, as questions about multibillion-dollar expenses for AI continue to install, spurred by Deepseek’s shock to the US stock market just a few days ago.

Wall Street expects $ 3.11 in earnings per

Shares in the company, worth a total of $ 3.28TN, has risen approx. 8% over the past 12 months, although it has poured capital investments in AI and is planning $ 80 billion. On new AI expenses this year. Meta has filed similar obligations; American tech giants rush to get an advantage over their competitors in the AI ​​race.

Said the business in one Blog post On January 3, it planned “to build AI-activated data centers to train AI models and implement AI and cloud-based applications worldwide”.

The company’s earnings report comes in the shadow of a sale in AI-Exposed companies on Monday, when a Chinese company, Deepseek, said its AI model had achieved similar results that US companies at a fraction of costs. Chipmaker Nvidia lost approx. $ 600 billion In market value, although it got part of this value in the subsequent trading days.

The consequences of Deepseeks apparently AI cost breakthrough-it claims to have spent just millions of educating his model-travel questions in the past year’s $ 5TN AI-related run-up in the total market value of the technical giants known as they “” Magnificent seven “on Wall Street: Meta, Microsoft, Alphabet, Amazon, Apple, Nvidia and Tesla. The winnings were too big.

Microsoft and AI -Partner Openai are investigating whether data output from Openai’s technology was obtained in an unauthorized way by a group linked to Deepseek, according to Bloomberg.

David Sacks, The White House Ai and Crypto Czar, told Fox News That it was “possible” that Deepseek had stolen intellectual property from the United States and said, “There is significant evidence that what Deepseek did here is that the distilled knowledge from Openai’s models.”

Earlier this month, Microsoft lost its exclusive position as Openai’s computer capacity provider, but maintains “right to first rejection” before Openai controls with other parties, according to a Blog post.

Tuesday Openais Sam Altman sent a picture With Microsoft CEO was Satya Nadella, suggesting that the alliance between his company and Microsoft was still strong. Altman wrote that the “next phase” of the partnership was “getting much better than anyone is ready for !!” Nadella replied to the post and said he “looks forward to all that is ahead!”