Zuckerberg Dismisses DeepSeek, Commits to Investing Hundreds of Billions in AI Development
U.S. markets experienced a sharp downturn on Monday following concerns that DeepSeek’s AI models might diminish the demand for GPUs, leading to a nearly 20% drop in Nvidia’s stock. Despite this, Meta’s CEO, Mark Zuckerberg, reaffirmed the company’s commitment to invest significantly in AI, projecting an expenditure of "hundreds of billions of dollars" as part of Meta’s long-term strategy during a recent earnings call.
In the preceding week, Zuckerberg detailed that Meta plans to allocate over $60 billion to capital expenditures in 2025, mainly focused on enhancing their data center capabilities. When questioned about the potential impact of DeepSeek on Meta’s AI investments, Zuckerberg maintained that their ongoing investment in AI infrastructure remains a key advantage for the company.
Zuckerberg acknowledged that while DeepSeek represents a competitive challenge, it is too early to assess the long-term effects on chip demands, as these chips are still vital for processing and inference tasks. He pointed out that with billions of users, the need for Meta to expand its infrastructure is crucial for maintaining service quality and scaling effectively.
In terms of development, Meta is working on Llama 4, aiming for it to be a leading competitor against closed models such as ChatGPT. Zuckerberg emphasized their goal to enhance Llama 4 with advanced capabilities, including agentic features and multimodal functionalities, striving to position their open-source solutions as superior in the marketplace.
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