n Monday, the US markets panicked as the speculation that DeepSeek’s AI models would destroy the demand for GPUs, led to Nvidia’s stock dropping by almost
20%, marking the biggest fall in the company’s history.
Yet, Meta doesn’t seem to budge, as its CEO, Mark Zuckerberg stated that they would invest “very heavily” in AI – even reaching “hundreds of billions of dollars” – over the long term, he said during the Meta’s first-quarter earnings call had on Wednesday.
Zuckerberg announced last week that Meta had spent over $60 billion on capital expenditures in 2025 alone, primarily on data centers. In response to an analyst’s question regarding DeepSeek’s impact on Meta’s AI spending, Zuckerberg said that the big spending on AI infrastructure will continue to be a “strategic advantage” for Meta.
Meta also considers DeepSeek as a new competitor, learning from, however considering it to be “way too early” to figure out whether or not the demand for chips will stop increasing as they remain crucial for inference purposes, Zuckerberg stated.
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He also added, “At this point, I would bet that the ability to build out that kind of infrastructure is going to be a major advantage for both the quality of the service and being able to serve the scale that we want to,”.
Meta’s goal for their next Llama model is to make it the world’s most competitive model, coming even compared to closed models such as ChatGPT, Zuckerberg said. Even more so, he said that he expected it to have agentic capabilities, as both OpenAI and Anthropic have integrated into their models, reported TechCrunch.
Zuckerberg also added “Our goal with Llama 3 was to make open source competitive with closed models,” he said. “And our goal for Llama 4 is to lead.”
By
Bill O'Neill
•
January 30, 2025 11:10 AM
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