The U.S. stock market saw turbulence on Monday as speculation over DeepSeek’s AI models potentially reducing demand for GPUs triggered a nearly 20% plunge in Nvidia’s stock.
However, Meta is undeterred by the shifting landscape. During Meta’s Q1 earnings call on Wednesday, Zuckerberg emphasized that the tech giant will continue to invest “very heavily” in AI, even to the tune of “hundreds of billions of dollars” over the long term. This follows Meta’s recent announcement that it will allocate over $60 billion in 2025 alone—primarily for data centers.
When asked about DeepSeek’s potential impact on Meta’s AI spending, Zuckerberg remained resolute. He stated that despite speculation about changing GPU demand, AI infrastructure remains a “strategic advantage” for the company, given its massive user base.
“It’s way too early to tell if chip demand will slow,” he said, adding that GPUs remain essential for AI inference at Meta’s scale. He believes that robust infrastructure will be key to enhancing service quality and maintaining operational scale.
Meta is pushing forward with its AI advancements, with its upcoming model, Llama 4, set to compete with top-tier closed models like ChatGPT. Zuckerberg expects the model to feature agentic and multimodal capabilities—aligning with advancements made by OpenAI and Anthropic.
Despite market jitters, Meta’s aggressive AI strategy suggests that competition in the AI space is far from stabilizing. Instead, the race to dominate AI infrastructure and capabilities appears to be accelerating.
