Dan Ives hopes that Meta and Microsoft’s destructive AI model-Microsoft (NASDAQ: MSFT), Meta Platforms (NASDAQ: META) will be 6 billion under DeepSeek. The US dollar AI expenditure plan pays $ 6 billion in AI expenditure plans.

Wedbush Securities Analyst Dan Ives expects Yuan Platform Company Yuan and Microsoft Corp. MSFT Although the market vibration of Chinese artificial intelligence startups recently DeepseekAppear.

what happened: Ives wrote on X on Tuesday. He said that he expects that both technology giants will reiterate its 2025 AI-driven capital expenditure target-on Wednesday’s income phone, Meta’s 60-6.65 $ 100 million and $ 80 billion.

Because DeepSeek accidentally announced a new large -scale language model of market uncertainty, analysts’ comments are as the two companies prepare for the quarterly performance of the report. According to reports, the company’s development costs are only limited. $ 6 million. Nvidia Corp. NVDA Chips.

Although DeepSeek’s achievements caused tremor through technical stocks, Ives refuted concerns about its impact on the established players. He pointed out: “In 2000, the United States will use Chinese startup Deepseek to start its AI infrastructure and use cases.” He described the recent market response as “gold purchase opportunity”.

Please refer to: Bill Ackman’s question, whether the Disque AI hedge fund member made a profit from the selling of NVIDIA: “I can make money” at first “

Why is it important: For Meta’s upcoming report, analysts expect a strong advertising momentum to promote revenue growth. Golden Analyst Eric Sheridan (Eric Sheridan) In the next few quarters, the project “high -end growth in the industry” was made on a strong advertising performance and undeveloped potential on platforms such as WhatsApp and Messenger.

Microsoft investors will focus on Azure’s cloud computing performance, and analysts expect income to increase by 31-32 %. Oppenheimer Analyst Timothy Horan (Timothy Horan)However, warnings that the recent return on AI investment in AI may be “too optimistic.”

The broader AI landscape continues to develop rapidly, and both companies have invested in the industry. Afs emphasized: “At present, artificial intelligence is now focusing on enterprise use cases and wider infrastructure to promote the $ 2 trillion CAP-EX.” Despite market fluctuations, it still emphasizes the strategy of maintaining a planned investment level. importance.

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Exempt statementThe This content was partially produced with the help of AI tools, and was edited by Benzinga for review and release.