This week’s sales of AI -related stocks and the latest progress of Chinese startup Deepseek in this field will make artificial intelligence a field that investors will follow the results of the results of the Microsoft report.
DeepSeek’s R1 model triggered huge sales of technical stocks on Monday, and was doubted whether Microsoft’s US $ 80 billion in AI infrastructure this year was guaranteed.
Similarly, Microsoft also bet Openai’s bet of $ 13 billion in GENERATIVE AI, mainly in the form of cloud computing capabilities. Analysts are eager to show that the arrangement will begin to increase the income of the technical giant.
The same important is the growth rate of Microsoft’s cloud computing business Azure. The company attributed some “short -term restrictions” in the previous quarter to third -party suppliers. Investors will find detailed information about whether the company can improve the ability to meet demand.
In addition, investors will listen to discussions on TIKTOK. US President Donald Trump told reporters on Monday that Microsoft was interested in buying social media applications. The company refuses to comment, but it may be difficult to avoid the issue of potential transactions.
