On Monday, U.S. markets panicked over concerns that DeepSeek’s artificial intelligence models could drastically reduce demand for GPUs, causing Nvidia’s stock to drop nearly 20%.
However, Meta remains undeterred. CEO Mark Zuckerberg reaffirmed the company’s commitment to AI, stating that they plan to invest “hundreds of billions of dollars” in the long term. He made this statement on Wednesday during Meta’s first-quarter earnings presentation.
Last week, Zuckerberg had already announced that Meta would invest over $60 billion in capital expenditures in 2025, primarily to build data centers.
When asked by an analyst about DeepSeek’s potential impact on Meta’s AI investment, Zuckerberg emphasized that maintaining significant spending on AI infrastructure will continue to be a “strategic advantage” for the company.
Meta acknowledges DeepSeek as a new competitor and is closely monitoring its development, but Zuckerberg believes it is still too early to determine whether chip demand will decline, as they remain essential for inference processes. He also pointed out that Meta serves billions of users.
“At this point, I would bet that our ability to build this kind of infrastructure will be a major advantage, both for service quality and for achieving the scale we aim for,” Zuckerberg stated.
Meta’s main goal is to make its upcoming model, Llama 4, the most competitive on the market, even surpassing closed models like ChatGPT. Zuckerberg added that they expect it to feature advanced AI agent capabilities—an area where OpenAI and Anthropic are already making strides—along with enhanced multimodal functions.
“Our goal with Llama 3 was to make open-source competitive with closed models,” he explained. “With Llama 4, we aim to lead.”
By: Nestor Castillo, ForAllTechNews Director
Image credit: Bloomberg Finance LP / CC BY 4.0 / Attribution 4.0 International