Zuck shrugs off DeepSeek, vows to spend hundreds of billions on AI
Meta pledges significant AI investment despite GPU demand concerns due to DeepSeek.

Nvidia experienced a nearly 20% stock drop amid speculation that DeepSeek’s AI models would reduce GPU demand. This investor panic shows the ripple effect of potential technological advancements on the market.
Meta's CEO Mark Zuckerberg remains unfazed, announcing the company’s plans to invest 'very heavily' in AI infrastructure over the long haul, potentially reaching 'hundreds of billions of dollars.' With billions of users to serve, Meta sees this infrastructural investment as a critical strategic asset.
Zuckerberg highlighted the upcoming Llama 4 model, aiming for world-leading capabilities to outclass closed models like ChatGPT. He acknowledged DeepSeek as a competitor but stressed the importance of GPUs for inference needs, maintaining that Meta’s large-scale AI projects will benefit significantly from robust infrastructure.