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Mark Zuckerberg promised to spend “tens of billions” in artificial intelligence because he tried to promote the dominant position in this year’s industry, thereby solving concerns about China’s new DeepSeek.
After Zuckerberg reported his income in the early twenties of Thursday, he said on his phone call with investors: “This will be a very important year.” About we want to trajectory in AI. “
Although Zuckerberg plans to continue spending on AI infrastructure, Meta’s stock price has increased by more than 2 % in expansion transactions, which shows that Wall Street has confidence in the strong advertising business of social media groups.
The company’s analysts in the fourth quarter expected that their revenue increased by 21 % to $ 48.4 billion, with a net income of nearly 50 % to US $ 20.8 billion.
With the increase of Meta’s investment in AI, it has made suggestions for its content on Facebook and Instagram, and how the brand targets users in its advertising business.
Zuckerberg said in a phone call with analysts that he hoped that his long -term AI betting kit would begin to return this year. He predicts Meta’s AI Chatbot that the robot will have 70 billion active users per month. Its open -source American camel model will become the most advanced and most widely used in competitors (including competitors, including OpenAI and Microsoft).
Zuckerberg also raised concerns, that is, the launch of Deepseek unexpectedly released a complex open source model, which will threaten the company’s promotion to develop global standards. DeepSeek’s progress has led Shockwaves to American technology stocks such as chip manufacturers NVIDIA, although Meta avoids sales.
“在全球范围内将有一个开源标准。 。 。他说：“这是美国标准的重要性，所以我们认真对待这一点，”他补充说：“最近的一些新闻只加强了我们的信念，即This is the right concern for us. ”
However, he also admits that Yuan will take some “novel” progress made by his competitors.
Zuckerberg is under pressure from investors and requires it to prove that huge capital expenditures are reasonable. He said last week that capital expenditures in 2025 will be between $ 60 billion and US $ 65 billion.
At the conference call on Wednesday, the company stated that it would consider allowing brand payment as its primary suggestions to redeem its AI chat robot Meta AI, hoping to reach 100 million users by the end of this year. In other ambitions, Meta hopes to reduce the calculation cost by transferring to its own custom AI chip in some cases.
Mike Proulx, the research director of Forrester, said: “Meta’s so -called efficiency (2023) was won in the year of” strength ‘in 2025. “” Mark Zuckerberg) clearly proposed the right pair Expectation of the long -term planning of Meta.
“Pass? Deepseek,” he continued. “For Meta, this is likely to ignite the” fierce “year they had expected.”
Zuckerberg also said that 2025 will be “redefining the important year of our relationship with the government”, and when he continues to try to establish a closer relationship with the new president, he expresses his appreciation to the Trump administration.
He said that the United States now has a government that is proud of our leading company and gives priority to the victory of American technology, which will defend our values and interests abroad. ”
Donald Trump has previously objected to Meta for conservative user review systems. Meta confirmed on Wednesday that it will pay about $ 25 million to resolve Trump’s lawsuit against the company and Zuckerberg in 2021. The Wall Street Journal reported the reconciliation agreement for the first time.
