Goal will not slow down AI despite the advance of Deepseek

Goal CEO Mark Zuckerberg said Wednesday that it is too early to say what impact the impact impact model of Depseek in his company and the technology industry in general will have.

Even so, Zuckerberg poured cold water in the notion that the general expense of the Meta will soon fall now that Depseek has supposedly shown that the Avuardia requires much less money and computer resources than was previously thought.

“It is probably too early to have a solid opinion about what this means for the trajectory around infrastructure and capex,” Zuckerberg said. “There are a lot of trends that are happening here once.”

He Technological markets They staggered this week about a model created by Deepseek, which is a Hangzhou headquarters with HEGZHOU Linked to the Chinese High-Flyer Coverage Fund. Deepseek states that he only took two months and less than $ 6 million to develop his R1 Large Language Model. That news caused Nvidia’s actions tank 17% on Monday due to the implications that companies do not need, since many of the graphics processing units of the chips manufacturer for their own artificial intelligence projects.

Zuckerberg argued Deepseek during a call with analysts on Wednesday as part of Meta’s Fourth quarter gains. The company reported that sales increased 21% year after year to $ 48.39 billion, ahead of Wall Street expectations.

Meta shares increased almost 2% on Monday, indicating that some investors believe that Deepseek’s profitability could mean that the social networks company could create powerful systems for less money. Goal announced last week’s plans to Invest between $ 60 billion and $ 65 billion This year as part of his thrust of AI. The company said on Wednesday that its total expenses of 2025 would arrive between $ 114 billion and $ 119 billion.

Meta is still digesting some of Depseek’s exploits and that his team hopes to implement some of those advances for his own AI projects, said Zuckerberg.

“That is part of the nature of how this works, whether a Chinese competitor or not,” said Zuckerberg, referring to how the advances of a company end up benefiting others.

While it is possible that companies eventually require less computer resources to train these powerful models, Zuckerberg said that having a ton of server power may be necessary when the software is really executing and performing actions, resulting in “a higher level intelligence and higher service quality. “

“It will be expensive for us to serve all these people because we are attending many people,” said Zuckerberg, whose company said he had 3.35 billion active people daily in the fourth quarter.

Goal will continue to learn from technologies such as Deepseek’s and will launch its own open source and free call models that can also push the industry, Zuckerberg said.

“I still think that investing very strongly in Capex and Infra will be a strategic advantage over time,” he said. “We may learn the opposite at some point, but I think it is too early to call that, and at this point, I would bet that the ability to develop that type of infrastructure will be a great advantage”

Zuckerberg also said that Deepseek’s emergency validates the finish line with an open source approach to AI, Zuckerberg said.

“There will be an open source standard worldwide,” he said. “For our own national advantage, it is important that it is an American standard.”

Look: Meta rhythms in the upper and lower results.