Meta and Microsoft are now spending roughly 30% of their annual revenues on capital expenditures. What are they hoping to get from all that investment?(00:14) Asit Sharma and Mary Long break down earnings from Meta and Microsoft. They also discuss:- Whether the DeepSeek story changes how investors should view off-the-walls AI spending.- The future of Reality Labs.- Microsoft’s $13B-and-growing AI business.- Why “fungible fleet” is a potentially ominous phrase for Sam AltmanCompanies discussed: META, MSFT, NVDAHost: Mary LongGuest: Asit SharmaProducer: Ricky MulveyEngineer: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

Meta and Microsoft are now spending roughly 30% of their annual revenues on capital expenditures. What are they hoping to get from all that investment? (00:14) Asit Sharma and Mary Long break down earnings from Meta and Microsoft. They also discuss:- Whether the DeepSeek story changes how investors should view off-the-walls AI spending.- The future of Reality Labs.- Microsoft’s $13B-and-growing AI business.- Why “fungible fleet” is a potentially ominous phrase for Sam Altman Companies discussed: META, MSFT, NVDA Host: Mary LongGuest: Asit SharmaProducer: Ricky MulveyEngineer: Rick Engdahl Learn more about your ad choices. Visit <a href="https://megaphone.fm/adchoices">megaphone.fm/adchoices</a>

Meta and Microsoft are now spending roughly 30% of their annual revenues on capital expenditures. What are they hoping to get from all that investment?

DeepSeek Disrupts, Big Tech Responds

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