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U.S. markets panicked on Monday over speculation that DeepSeek\u2019s AI models<\/a> would crush demand for GPUs, with Nvidia\u2019s stock dropping almost 20%<\/a>.<\/p>\n But Meta isn\u2019t backing off, with its CEO Mark Zuckerberg pledging that the tech giant would invest \u201cvery heavily\u201d in AI \u2013 even \u201chundreds of billions of dollars\u201d \u2013 over the long term, he said during Meta\u2019s first quarter earnings call on Wednesday.<\/p>\n Zuckerberg already announced<\/a> last week that Meta would spend over $60 billion in 2025 alone on capital expenditures, primarily on data centers.<\/p>\n In response to an analyst\u2019s question about DeepSeek\u2019s impact on Meta\u2019s AI spending, Zuckerberg said spending heavily on AI infrastructure will continue to be a \u201cstrategic advantage\u201d for Meta.\u00a0<\/p>\n Meta considers DeepSeek a new competitor and is learning from it, but it\u2019s \u201cway too early\u201d to tell if demand for chips will stop increasing as they remain crucial for inference purposes, Zuckerberg said, noting that Meta has billions of users.<\/p>\n \u201cAt 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,\u201d Zuckerberg said.<\/p>\n Meta\u2019s goal with its next model, Llama 4, is to make it the world\u2019s most competitive, even compared to closed models (like ChatGPT), Zuckerberg said. He added that he expects it to have agentic capabilities \u2013 something both OpenAI<\/a> and Anthropic<\/a> have moved into \u2013 along with multimodal ones.<\/p>\n \u201cOur goal with Llama 3 was to make open source competitive with closed models,\u201d he said. \u201cAnd our goal for Llama 4 is to lead.\u201d<\/p>\n<\/div>\n