News that Chinese company DeepSeek has trained a highly-capable open-source reasoning model (called R1) for less than 6 million US dollars has called into question the billions of dollars that US tech companies are spending to build their AI models. Leading AI chip maker Nvidia has called DeepSeek’s R1 model “an excellent AI advancement and a perfect example of test time scaling...DeepSeek’s work illustrates how new models can be created using that technique, leveraging widely-available models and compute that is fully export control compliant.”
Mark Zuckerberg, CEO of Meta, has said his company will invest between 60 billion and 65 billion US dollars in capex in 2025, up from about 40 billion dollars in 2024. In a Facebook post, he wrote: "In 2025, I expect Meta AI will be the leading assistant serving more than 1 billion people, Llama 4 will become the leading state of the art model, and we'll build an AI engineer that will start contributing increasing amounts of code to our R&D efforts. To power this, Meta is building a 2GW+ datacenter that is so large it would cover a significant part of Manhattan. We'll bring online ~1GW of compute in '25 and we'll end the year with more than 1.3 million GPUs." Source: Facebook post
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