Meta CEO Mark Zuckerberg stated on Wednesday that it’s too early to assess the impact of DeepSeek’s breakthrough AI model on his company and the wider tech industry.
However, he dismissed the idea that Meta’s AI spending would decrease, despite DeepSeek’s claims that advanced AI can be developed with significantly fewer resources and lower costs than previously believed.
“It’s probably too early to really have a strong opinion on what this means for the trajectory around infrastructure and CapEx,” Zuckerberg said. “There are a bunch of trends that are happening here all at once.”
Technology markets have been shaken this week by an AI model developed by DeepSeek, a Hangzhou-based AI lab connected to the Chinese hedge fund High-Flyer.
DeepSeek claims it took just two months and under $6 million to develop its R1 large language model.
The news caused Nvidia’s shares to drop by 17% on Monday, reflecting concerns that companies may no longer require as many of the chip maker’s graphics processing units for their AI projects.
Zuckerberg addressed DeepSeek during a call with analysts on Wednesday as part of Meta’s fourth-quarter earnings report.
The company revealed a 21% year-over-year increase in sales, reaching $48.39 billion, surpassing Wall Street expectations.
Meta announced last week that it plans to invest between $60 billion and $65 billion this year as part of its continued AI expansion.
Zuckerberg mentioned that Meta is still analyzing some of DeepSeek’s achievements and that his team hopes to eventually incorporate some of those advancements into their own AI projects.
