Zuckerberg says it's too soon to tell what impact DeepSeek will have on AI spending
Briefly

Mark Zuckerberg, CEO of Meta, indicated that it's too early to evaluate DeepSeek's potential influence on the company's AI investments. During an earnings call, he acknowledged DeepSeek's novel advancements but suggested Meta's investment strategy, estimated at $60-$65 billion for 2025, remains focused despite potential competition. He emphasized the continuous necessity for substantial AI infrastructure, independent of new developments from competitors. Zuckerberg also called for the establishment of an open-source AI standard preferentially aligned with American interests.
"They have advances that we will hope to implement in our systems, and that's part of the nature of how this works, whether it's a Chinese competitor or not."
"It's probably too early to really have a strong opinion on what this means for the trajectory around infrastructure and capex and things like that."
"If anything, some of the recent news has only strengthened our conviction that this is the right thing for us to be focused on."
Read at Business Insider
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