U.S. markets panicked on Monday over hypothesis that DeepSeek’s AI fashions would crush demand for GPUs, with Nvidia’s inventory dropping nearly 20%.
However Meta isn’t backing off, with its CEO Mark Zuckerberg pledging that the tech big would make investments “very closely” in AI – even “lots of of billions of {dollars}” – over the long run, he mentioned throughout Meta’s first quarter earnings name on Wednesday.
Zuckerberg already introduced final week that Meta would spend over $60 billion in 2025 alone on capital expenditures, totally on knowledge facilities.
In response to an analyst’s query about DeepSeek’s affect on Meta’s AI spending, Zuckerberg mentioned spending closely on AI infrastructure will proceed to be a “strategic benefit” for Meta.
Meta considers DeepSeek a brand new competitor and is studying from it, but it surely’s “method too early” to inform if demand for chips will cease growing as they continue to be essential for inference functions, Zuckerberg mentioned, noting that Meta has billions of customers.
“At this level, I’d wager that the power to construct out that sort of infrastructure goes to be a significant benefit for each the standard of the service and with the ability to serve the dimensions that we need to,” Zuckerberg mentioned.
Meta’s purpose with its subsequent mannequin, Llama 4, is to make it the world’s best, even in comparison with closed fashions (like ChatGPT), Zuckerberg mentioned. He added that he expects it to have agentic capabilities – one thing each OpenAI and Anthropic have moved into – together with multimodal ones.
“Our purpose with Llama 3 was to make open supply aggressive with closed fashions,” he mentioned. “And our purpose for Llama 4 is to steer.”