Microsoft’s shares have dropped sharply after investment expenses are higher than expected in its last results, published only a few days after the Deepseek market shock for technological actions.
The company, which received reprimands from shareholders previously concerning invoices related to AI, had already said that it should spend $ 80 billion this year before its report on the results on Wednesday evening.
That the IA expenditure forecasts came before Monday rout for AI actions who saw the main manufacturer of flea Nvidia Benefit from the worst loss of a day in history, with nearly $ 600 million deleted from its market value.
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Although he has since fallen some of these losses, he has left investors to wonder if the investment levels planned by Big Us Tech as a whole are completely necessary.
All this is a consequence of the emergence of Deepseek – The chatbot belonging to Chinese and currently developed at the top of free Apple App Store downloads.
He overturned the Chatppt to get there.
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Deepseek’s claims have created the assistant with a puff budget – compared to the vast American investment to date – have forced technological investors in the United States to question the huge sums involved, but also on value high merchant of exposed companies.
Before the reaction of the Monday market which saw the constituents of the Nasdaq bleeding a combined total greater than 1T, there had been an 18 -month upset for the actions linked to the AI.
Microsoft was among those to benefit at that time and among those facing pressure on Monday.
The company, a large private openai shareholder, has lost $ 7 billion in market value.
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Analysts said the latest pain in Microsoft’s action was linked to slower growth than expected in its crucial Cloud Azure activity between October and December despite an increasing AI contribution.
Capital expenditure was higher $ 1.6 billion than consensus forecasts.
A few hours earlier, the company announced that it added the Deepseek model to its offers on Azure.
The shares were up to 4% lower than the exchanges after opening hours despite the group’s income and the profits that beat estimates.