Meta CEO Zuckerberg Unfazed by DeepSeek, Commits Hundreds of Billions to AI Race
The U.S. stock markets faced turmoil on Monday amid speculation that DeepSeek’s AI models could drastically reduce demand for GPUs, leading to a nearly 20% drop in Nvidia’s stock price. While uncertainty looms over the AI hardware sector, Meta is pressing forward with aggressive AI investments, signaling its commitment to long-term dominance in artificial intelligence.
Meta’s AI Ambitions Remain Unshaken
Despite market panic, Meta CEO Mark Zuckerberg reaffirmed the company’s dedication to AI innovation during Meta’s first-quarter earnings call on Wednesday. Zuckerberg pledged that Meta would invest “very heavily” in AI over the coming years, potentially committing “hundreds of billions of dollars” to solidify its leadership in the AI space.
This announcement follows Meta’s disclosure last week that it plans to spend over $60 billion in 2025 alone on capital expenditures, primarily focused on expanding its data center infrastructure.
Zuckerberg on DeepSeek’s Impact
When asked about DeepSeek’s potential influence on Meta’s AI investments, Zuckerberg maintained that significant spending on AI infrastructure remains a key strategic advantage. While acknowledging DeepSeek as an emerging competitor, he stated that it is “way too early” to determine whether demand for AI chips will decline. He emphasized that GPUs are still critical for inference tasks, especially for a platform with billions of users like Meta.
“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,” Zuckerberg noted.
Llama 4 and the AI Race
Meta is not only investing in hardware but also pushing the boundaries of AI model development. Zuckerberg revealed that the company’s upcoming model, Llama 4, is aimed at being the most competitive AI model globally, even against proprietary models like OpenAI’s ChatGPT. He further stated that Llama 4 will likely feature agentic and multimodal capabilities—an area of focus for both OpenAI and Anthropic.
With such bold investments and ambitions, Meta is positioning itself at the forefront of the AI revolution. While speculation surrounding DeepSeek’s AI models continues to rattle the market, Meta’s unwavering commitment to AI infrastructure suggests that the demand for cutting-edge technology remains as strong as ever.
