Meta Vs. Microsoft: Can Their AI Infrastructure Plans Hold Up Against DeepSeek?

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Meta Vs. Microsoft: Can Their AI Infrastructure Plans Hold Up Against DeepSeek? - Benzinga

Quick Summary:

Despite a looming focus on efficiency, Meta is playing down any concerns about cutting back on compute power, as the company still views these investments as its competitive edge.“Robust capex investments will represent a strategic advantage over time,” Meta emphasized, according to JPMorgan analyst Doug Anmuth.It's ...

Meta's Power Play: Capex As A Strategic Advantage

Meta's cloud investments are cruising ahead with strong double-digit growth into 2025, with a hefty capex target of $60-65 billion for next year, representing a solid 60% y/y growth.