Mark Zuckerberg, CEO of Meta Platforms Inc., is cautious about the impact of DeepSeek’s breakthrough AI model on his company and the broader tech industry. While acknowledging the model’s cost-efficiency, Zuckerberg believes it’s too early to determine the implications for Meta’s overall AI spending and infrastructure.
During a call with analysts, Zuckerberg said that Meta is still digesting DeepSeek’s feats and hopes to eventually implement some of those advancements for their own AI projects. He noted that having a ton of server power may be necessary when the software is actually running and performing actions, resulting in “a higher level of intelligence and a higher quality of service.”
Zuckerberg also emphasized the importance of investing in infrastructure and capital expenditures, stating that it will be a strategic advantage over time. He believes that Meta’s commitment to an open-source approach to AI is validated by DeepSeek’s emergence, and that an open-source standard will be beneficial for the company’s national advantage.
Meta’s shares rose nearly 2% on Monday, indicating some investors believe DeepSeek’s cost-efficiency could mean the social media company may be able to create powerful AI systems for less money. Meta announced plans to invest between $60 billion and $65 billion this year as part of its AI push, and its 2025 total expenses are expected to come in between $114 billion to $119 billion.