U.S. markets experienced turmoil due to fears that DeepSeek’s AI models could diminish GPU demand, leading to a significant drop in Nvidia’s stock. In contrast, Meta's CEO Mark Zuckerberg reaffirmed the company's commitment to invest heavily in AI, indicating potential expenditures in the hundreds of billions. Zuckerberg highlighted the importance of AI infrastructure, calling it a strategic advantage for Meta while noting ongoing learning from emerging competitors. He expects the upcoming model, Llama 4, to be a leader in open-source AI, rivaling established closed models.
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.
Our goal with Llama 3 was to make open source competitive with closed models, and our goal for Llama 4 is to lead.
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