What We Learned About the Future of AI from Microsoft, Meta Earnings

1. Meta reports 700 million AI monthly active users, exceeding expectations. 2. Meta plans to invest $65 billion in AI infrastructure this year. 3. DeepSeek's efficiency spurs confidence in AI application growth among tech giants. 4. Executives emphasize continued aggressive AI spending despite market uncertainties. 5. Meta's AI-driven services show strong revenue contribution and user growth.