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U.S. markets panic on Monday over guess that DeepSeek’sAI modelswould crush demand for GPUs , with Nvidia ’s stockdropping almost 20 % .
But Meta is n’t plunk for off , with its chief operating officer Mark Zuckerberg pledging that the tech giant would empower “ very intemperately ” in AI — even “ century of billions of dollar bill ” — over the longsighted condition , he said during Meta ’s first - fourth earnings call on Wednesday .
Zuckerberg alreadyannouncedlast week that Meta would spend more than $ 60 billion in 2025 alone on capital expenditures , chiefly on data nerve centre .
In reply to an analyst ’s question about DeepSeek ’s impact on Meta ’s AI spending , Zuckerberg enjoin spend heavily on AI infrastructure will continue to be a “ strategic vantage ” for Meta .
Meta considers DeepSeek a Modern competitor and is learning from it , but it ’s “ way too early ” to tell if demand for chip will stop increasing as they stay on crucial for inference determination , Zuckerberg tell , noting that Meta has billion of users .
“ At this decimal point , I would bet that the power to build up out that form of base is go to be a major vantage for both the quality of the serve and being capable to serve the scale that we want to , ” Zuckerberg said .
Meta ’s destination with its next model , Llama 4 , is to make it the world ’s most free-enterprise , even compare to closed models ( like ChatGPT ) , Zuckerberg said . He added that he expects it to have agentic capabilities — something bothOpenAIandAnthropichave moved into — along with multimodal unity .
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“ Our destination with Llama 3 was to make open rootage competitive with unopen models , ” he enjoin . “ And our goal for Llama 4 is to run . ”
