Recently, the rise of DeepSeek has brought an impact on the AI market, causing concerns about Nvidia stock and Alphabet AI budget. The market predicts that DeepSeek's cheaper AI model may reduce demand for AI chips and data centers, but this has not stopped tech giants from investing heavily in AI. This article will analyze Alphabet and Meta's strategies for continuing investment in AI and its response to DeepSeek.
In the past week, Alphabet's AI budget seems to face challenges because the rise of Chinese companies Deepseek has led to a sharp decline in Nvidia's stock. The market's speculation on Deepseek is that its cheaper AI model may reduce the demand for AI chips and data centers.
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However, the CEO of Alphabet Sandal Picchai highly appreciated DeepSeek at the latest financial report conference call, saying that their work was "excellent" and emphasized that their Gemini model is also efficient.
Despite market competition, AlphaBet has not retreated in AI expenditure. The latest financial report shows that Alphabet plans to increase capital expenditure to $ 75 billion this year, an increase of 42%over last year. The funds will be used to accelerate the company's progress. Alphabet hopes that by reducing the cost of AI, it can greatly increase the needs of their services, rather than making these services almost free, thereby threatening its business model.
Picchai mentioned in the financial report call: "We are very excited about AI opportunities, because we know that we can promote extraordinary application scenarios by continuously reducing the cost of use, so that more applications can be feasible." He also also It means that such opportunities are very large, so the company will increase investment to grasp this moment.
In addition, Marka Zuckerberg, CEO of Meta, also expressed similar views at last week's financial report conference. He promised that although DeepSeek's heated discussion continued, META still invested in "tens of billions of dollars" for AI development for a long time.
Although the effect of these investment is unclear, it is clear that technology giants have the ability to bear AI -related expenses. As for whether or whether this trend will slow down, it is still unpredictable.
Points:
Alphabet plans to increase AI capital expenditure to $75 billion, an increase of 42%.
CEO Sundar Pichai called DeepSeek's AI model "extremely outstanding" and was optimistic about future AI applications.
Meta has also promised to invest in AI for a long time, saying it will not reduce spending due to the impact of DeepSeek.
All in all, in the face of the challenges brought by Deepseek, Alphabet and Meta chose to continue to increase investment in AI and expressed optimism about future AI application development prospects. This shows the long -term optimism of the technology giants for AI technology and the determination to maintain a leading position in the fierce competition market.