The sales of the shares associated with this week and the latest progress in this field by the Chinese company Deepseek will make artificial intelligence an area monitored by investors with Microsoft reports.
The R1 of Deepseek model led dramatic sales in technology shares on Monday and raised doubts about whether Microsoft's spending of $ 80 billion on artificial intelligence infrastructure this year.
In a similar vein, Microsoft also bets $ 13 billion on Openai AI starting, most of them in the form of cloud calculations. Analysts yearn for signs that the arrangement will start raising the revenues of the technology giant.
It is also important that the growth rates in Azure, cloud computing works from Microsoft. The company attributed some “short -term restrictions” there during the previous quarter to the third -party suppliers. Investors will search for details about whether the company is able to enhance the ability to meet the demand.
In addition, investors will listen to discussion about Tiktok. US President Donald Trump told reporters on Monday that Microsoft was one party interested in buying the social media application. The company refused to comment, but it may be difficult to avoid questions about a possible deal.
