Many technology executives will treat the earnings call as the first real opportunity to project confidence in the face of investor concerns about DeepSeek. Microsoft Chief Execut

Reporting quarterly earnings Wednesday afternoon, it will be tough for Microsoft to avoid the issue of the AI breakthroughs from China's DeepSeek that are shaking up the tech world and the stock market this week.

Microsoft and its Big Tech cohort are investing tens of billions of dollars in the data centers and infrastructure needed to train and deploy AI software across their various services. But China’s DeepSeek upended the general thinking that developing AI models requires the use of the most powerful,

It found that there are alternative cloud suppliers face significant barriers to enter and expand in the market. Also, that "technical and commercial barriers" limit customers' ability to switch providers,

The Competition and Markets Authority (CMA), the UK's competition watchdog, has released provisional findings suggesting that Amazon (NASDAQ:AMZN) Web Services (AWS) and Microsoft (NASDAQ:MSFT)'s cloud service operations may need to be investigated.