Meta’s stock may have remained unaffected by speculation surrounding DeepSeek’s AI models, which sent Nvidia’s shares plummeting by nearly 20%. CEO Mark Zuckerberg assured that Meta will continue investing heavily in AI, pledging “hundreds of billions of dollars” over the long term. This commitment was highlighted during the company’s Q1 earnings call, where Zuckerberg revealed a focus on AI infrastructure as a strategic advantage.
Despite the rise of new competition from DeepSeek, Zuckerberg emphasized that Meta plans to invest significantly in data centers, with more than $60 billion allocated for 2025 alone. Meta views DeepSeek as a competitor but believes it’s too early to determine if demand for chips will diminish, given their critical role in AI processing and the company’s scale.
Looking ahead, Zuckerberg revealed Meta’s ambitious plans for its Llama 4 model, aimed at competing with closed models like ChatGPT. He expressed confidence that the open-source model will not only be competitive but will lead the market, with improvements in agentic and multimodal capabilities.
Source: Techcrunch