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Mark Zuckerberg Says China's DeepSeek Did Some Novel Things 'We're Still Digesting,' But Meta May Keep Pouring Billions Into AI Infrastructure Anyway

Mark Zuckerberg Says China's DeepSeek Did Some Novel Things 'We're Still Digesting,' But Meta May Keep Pouring Billions Into AI Infrastructure Anyway

马克·扎克伯格表示,中国的DeepSeek做了一些我们仍在消化的新颖事情,但Meta可能仍会继续投入数十亿用于人工智能制造行业。
Benzinga ·  01/30 03:59

Meta Platforms, Inc. (NASDAQ:META) CEO Mark Zuckerberg has addressed the impact of Chinese startup DeepSeek's impact during the company's fourth-quarter earnings call.

Meta Platforms, Inc. (纳斯达克:META) CEO马克·扎克伯格在公司的第四季度业绩会上谈到了中国初创公司DeepSeek的影响。

What Happened: During the call, Zuckerberg acknowledged that DeepSeek's novel approaches are still being evaluated by Meta. He said that the tech industry often learns from new advancements, regardless of their origin.

发生了什么:在业绩会上,扎克伯格承认DeepSeek的新颖方法仍在Meta评估中。他表示,科技行业常常从新进展中学习,无论这些进展的来源如何。

"I think there's a number of novel things that they did that I think we're still digesting," he stated.

他表示:“我认为他们做了很多新颖的事情,我认为我们仍在消化中。”

However, Zuckerberg said, it is too early to predict how these developments will affect the use of infrastructure and capital spending. He said trends are shifting toward using more computing power for running models after they're trained (inference), rather than just training them.

然而,扎克伯格表示,现在预测这些发展将如何影响基础设施使用和资本支出还为时尚早。他表示,趋势正在转向在模型经过训练(推理)后,使用更多的计算能力来运行它们,而不仅仅是训练它们。

"I continue to think that investing very heavily in CapEx and infra is going to be a strategic advantage over time. It's possible that we'll learn otherwise at some point, but I just think it's way too early to call that," the CEO stated.

他表示:“我继续认为,重资投资于资本支出和基础设施将随着时间的推移成为战略优势。我们可能会在某一点上学到其他东西,但我认为现在对此下结论还为时尚早。”

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订阅Benzinga科技趋势通讯,以获取所有最新的科技动态,送达您的邮箱。

Why It Matters: DeepSeek has said that it developed its low-cost R1 model in just two months with a $5.6 million investment, raising questions about the cost-effectiveness of AI development.

为什么这很重要:DeepSeek表示,它只用560万美元的投资在两个月内开发出了低成本的R1模型,这引发了人们对人工智能开发成本效益的质疑。

This announcement has led to market concerns as the Chinese platform showcases its potential to challenge U.S. AI heavyweights like OpenAI, Meta, and Alphabet.

这一公告引发了市场担忧,因为该中国平台展现出挑战美国人工智能巨头如OpenAI、Meta和Alphabet的潜力。

This development has also sparked concerns about the need for large-scale GPU investments, resulting in Nvidia Corporation's (NASDAQ:NVDA) stock falling 17% on Monday, erasing around $600 billion from its market value.

这一发展也引发了对大规模GPU投资需求的担忧,导致英伟达公司(纳斯达克:NVDA)周一的股价下跌了17%,市值蒸发约6000亿。

At the same time, the Nasdaq 100 dropped over 3%, its largest decline since Dec. 18.

与此同时,纳斯达克100指数下跌超过3%,是自12月18日以来的最大跌幅。

Meta projects its total expenses for 2025 to range between $114 billion and $119 billion. The company also expects capital expenditures for the year to be between $60 billion and $65 billion, primarily due to investments in generative AI and its core operations.

Meta预计其2025年的总支出将在1140亿到1190亿之间。该公司还预计当年的资本支出将在600亿到650亿之间,主要由于对生成性人工智能和核心业务的投资。

In the fourth-quarter Meta showed a strong performance, with revenue of $48.39 billion, surpassing analyst estimates of $47.03 billion.

在第四季度,Meta显示出强劲的表现,营业收入达到483.9亿,超过了分析师对470.3亿的预期。

Price Action: Meta's stock saw a significant 2.29% increase in after-hours trading, reaching $692. During regular hours on Wednesday, it closed at $676.49, marking a 0.32% gain, as per Benzinga Pro data.

价格动态:Meta的股价在盘后交易中显著上涨了2.29%,达到了692美元。在周三的常规交易中,收于676.49美元,涨幅为0.32%,根据Benzinga Pro数据。

Check out more of Benzinga's Consumer Tech coverage by following this link.

请点击此链接查看更多有关Benzinga的消费科技报道。

Photo courtesy: Shutterstock

照片提供:shutterstock

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Disclaimer: This content was partially produced with the help of Benzinga Neuro and was reviewed and published by Benzinga editors.

免责声明:此内容部分由Benzinga Neuro生成,并由Benzinga编辑审核和发布。

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