The US markets panic on Monday since the KI models from Deepseek would destroy the demand for GPUs, with the Nvidia share fell by almost 20%.
But Meta has not retreated, and his CEO Mark Zuckerberg guarantees that the technology giant would “invest very strongly” in AI in the long term. Meta on Wednesday.
Zuckerberg announced last week that Meta would spend greater than 60 billion US dollars for investment expenses in 2025 alone, mainly for data centers.
In response to the query of an analyst to Deepseek, the impact on Meta's AI editions said Zuckerberg that it’s going to proceed to be a “strategic advantage” for META for Meta.
Meta sees Deepseek as a brand new competitor and learns from it, nevertheless it is “much too early” to acknowledge whether the demand for chips will stop since it stays of crucial importance for conclusion, said Zuckerberg and located that meta billions of users has.
“At this point I’d bet that the power to expand this sort of infrastructure will give you the option to serve the size that we wish,” said Zuckerberg.
Meta's goal with its next model, Lama 4, is to make it essentially the most competitive on this planet, even as compared to closed models (akin to chatt), said Zuckerberg. He added that he expected that it has acting skills – something that collapsed each Openai and Anthropic – along with multimodals.
“Our goal with Lama 3 was to make open source competitive with closed models,” he said. “And our goal for Lama 4 is to be managed.”