Meta is on AI with a big bet, even after Deepseek shaken the markets


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Mark Zuckerberg has undertaken to spend “hundreds of billions” for artificial intelligence, while this year he is trying to drive meta into a dominant position in the industry and to wipe concerns about the Chinese rise Deepseek.

“This will be a really big year” on the trajectory where we want to be in AI. “

MetaThe stocks increased by more than 2 percent in an extended trade to continue the trust of Wall Street in the robust advertising business of the social media group despite the plans of Zuckerberg, an issue for AI infrastructure.

The company made the analyst expectations in the fourth quarter and achieved a sales increase from 21 percent to $ 48.4 billion and an increase in net income from almost 50 percent to $ 20.8 billion.

It happens that Meta has doubled its investment in AI in order to operate his recommendations for his content feeds on Facebook and Instagram and to strengthen how brands can address users in a blessing for the advertising business.

When calling with analysts, Zuckerberg said that he hoped that his suite of long-term AI bets would pay off this year. He predicted the Meta Ai Chatbot, which has 700 million monthly active users, and his open source lama models become the most progressive and most widespread in a strongly competitive area with competitors, including Openaai and Microsoft.

Zuckerberg also grazed the fact that the unexpected publication of a highly developed open source model would threaten the company to develop the global standard for open source by the start-up deepseek. Deepseek’s progress sent shock waves on Monday by US -Tech shares such as chip maker Nvidia, although Meta avoided the sale.

“There will be an open source standard worldwide. . . It is important that it is an American standard, so let’s take it seriously, ”he said, adding:“ Some of the latest news have only strengthened our conviction that this is the right thing for us that we can concentrate on. ”

However, he admitted that Meta would take over some of the “new” progress that his rival had achieved.

Zuckerberg is under pressure to justify massive investment expenditure, which he would be between 60 and 65 billion USD last week in 2025.

On the call on Wednesday, the company signaled that it would be considered to pay brands as top recommendations to monetize his KI chatbot Meta Ai, which it hopes to reach 1 billion user by the end of the year . Among other things, Meta wants to reduce the computing costs by moving them into its own customer -specific AI chips in some cases.

“The so -called Efficiency Year of Meta (2023) was trumped with the year of intensity in 2025,” said Mike Proulx, research director at Forrester. “Mark Zuckerberg has clearly determined the expectations that clarity will come to the long -term initiatives of Meta.”

“The Wild Card? Deepseek, ”he continued. “For Meta, this illuminates a fire on its already expected” intensive “year.”

Zuckerberg also said that 2025 would be a “big year for the redefinition of our relationship with the governments” and the Trump administration would praise because he continues to try to create closer relationships with the new president.

He said that the United States has now “proud of our leading company, prioritized American technology generation and defend our values ​​and interests abroad”.

Donald Trump previously led against Meta for alleged censorship. On Wednesday, Meta confirmed that it paid about $ 25 million to pay a lawsuit submitted by Trump against the company and Zuckerberg for the suspension of the president’s accounts in 2021. The Wall Street Journal reported the comparison agreement for the first time.



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