US Markets React to DeepSeek’s AI Models

US markets experienced a significant panic on Monday due to speculation that DeepSeek’s AI models would drastically reduce demand for GPUs, leading to a substantial drop in Nvidia’s stock price, which plummeted almost 20%.

Meta’s Commitment to AI Investment

However, Meta’s CEO Mark Zuckerberg is not backing down, pledging that the tech giant will invest "very heavily" in AI, with a long-term commitment of "hundreds of billions of dollars". This was revealed during Meta’s first quarter earnings call on Wednesday.

Meta’s AI Spending Plans

Zuckerberg had previously announced that Meta would spend over $60 billion in 2025 alone on capital expenditures, primarily on data centers. In response to an analyst’s question about DeepSeek’s impact on Meta’s AI spending, Zuckerberg emphasized that spending heavily on AI infrastructure will continue to be a "strategic advantage" for Meta.

Meta’s View on DeepSeek

Meta considers DeepSeek a new competitor and is learning from it, but it’s "way too early" to tell if demand for chips will stop increasing as they remain crucial for inference purposes. Zuckerberg noted that Meta has billions of users, and the ability to build out such infrastructure will be a major advantage for both the quality of the service and being able to serve the scale that Meta wants.

Meta’s Goal for Llama 4

Meta’s goal with its next model, Llama 4, is to make it the world’s most competitive, even compared to closed models like ChatGPT. Zuckerberg expects Llama 4 to have agentic capabilities, something both OpenAI and Anthropic have moved into, along with multimodal ones. He added that the goal for Llama 4 is to lead, building on the success of Llama 3, which aimed to make open-source models competitive with closed models.

Meta’s Commitment to AI Leadership

"Our goal with Llama 3 was to make open source competitive with closed models," Zuckerberg said. "And our goal for Llama 4 is to lead."