In an apparent response to the attention on a new AI model out of China, Microsoft CEO Satya Nadella posted online

"Investing 'very heavily' in capital expenditure and infrastructure is going to be a strategic advantage over time," Mark Zuckerberg said.

The sudden spotlight on Chinese AI startup DeepSeek, which claims greater efficiency than rivals, adds fresh chaos to gaming out data center power demand growth. Why it matters: Energy firms ranging from small reactor startups to incumbent utilities to gas producers — and plenty in between — see data centers as a critical U.

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.

Microsoft Corp. investors focused on the company’s disappointing revenue of its Azure cloud business on Wednesday, but they should also be looking at another number indicative of future growth: bookings.