Investing.com -- On today's earnings call, Mark Zuckerberg, the CEO of Meta Platforms Inc (NASDAQ:META)., shared his perspectives on the company's strategic direction and the potential impact of recent developments. Zuckerberg stated that it is too early to form a strong opinion on what the news about DeepSeek means for the company's infrastructure and capital expenditure (CAPEX) trajectory.
Zuckerberg also emphasized that a shift toward inference computing does not necessarily indicate a reduction in overall computing. He suggested that inference computing, a form of artificial intelligence (AI) that interprets and applies knowledge, is becoming increasingly important to many AI labs, including Meta's own.
The CEO also revealed that Meta is investing heavily in CAPEX and infrastructure, viewing this as a potential strategic advantage over time. He did, however, leave room for the possibility that the company could learn otherwise at some point in the future.
In the context of AI development, Zuckerberg noted the rise of reasoning models and stated that many AI labs, including Meta's, are already beginning to shift more computational resources toward inference. This shift indicates a growing focus on AI systems that can interpret and apply knowledge, rather than just gather and process data.
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