The Microsoft CEO will have to perform a delicate balancing act over the next four years to keep his company from becoming a target.

OpenAI and Microsoft CEOs hint at significant developments in their partnership as DeepSeek gains traction in the AI market with its cost-effective models. The competition heats up as both companies prepare to respond to the new challenges.

OpenAI CEO Sam Altman posted a picture of himself with Microsoft CEO Satya Nadella on Tuesday and suggested the two companies are getting along just fine.

Two of the most powerful tech leaders in the world, Microsoft CEO Satya Nadella and Tesla CEO Elon Musk, are not exactly fans of the $500 billion Stargate AI initiative announced by Trump this week.

Meta, Nvidia, and other tech giants react to DeepSeek's competitive, cost-efficient models that challenge established market players.

The recent surge of the potentially disruptive R1 AI model by Chinese startup DeepSeek is forcing tech leaders from OpenAI, Microsoft, and Nvidia to speak up to reassure investors.

Microsoft CEO Satya Nadella had the quote of the week in response to a question from CNBC's Andrew Ross Sorkin about Elon Musk questioning the ability of the new Stargate Project's financial backers to invest up to $500 billion in AI infrastructure.

The Microsoft CEO cited Jevons paradox, which stipulates increased efficiency in production drives increased demand.

Chinese AI chatbot DeepSeek has displaced OpenAI’s ChatGPT as the most downloaded app on the Apple App store and the market is panicking. Stocks for major AI connected companies like NVIDIA fell on Monday morning following the news.

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

Analysts will likely ask Microsoft executives about capital spending plans given the efficiency of recent artificial intelligence models from China.