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

Microsoft, MSFT, CEO Satya Nadella is expected to talk about DeepSeek, Stargate, Azure, Copilot, AI, GenAI and more on the tech vendor’s 2Q 2025 earnings call.

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,