The Deepseek Chinese company surprised the world this week by presenting an AI model that works efficiently by using only a small fraction of the OpenAi budget.
Executive directors and financial directors of Tesla, Meta and Microsoft They gave their quarterly presentations and within them there was talk of the possible impact of Deepseek in future capital spending budgets. The comments are very relevant since they will define the future of the Linked Papers, including Nvidia, Broadcom, Dell, Super Micro Computer, among others.
The Chinese company Deepseek It surprised the world this week when presenting an AI model that works efficiently at older GPU NVIDIA, using only a small fraction of the budget that OpenAi, Meta, Tesla, Microsoft and others have much more onerous infrastructures. This raised serious doubts about future spending on developments.
Elon Musk, Mark Zuckerberg and Microsoft directors take the floor
For him CEO of Tesla“Until now, accumulated capital expenditure related to AI, including infrastructure, has been approximately 5 billion dollars. And by 2025, we hope that our capital spending will remain unchanged in interannual terms“
For its part, Mark ZuckerbergExecutive Director of Goalhe said: “I can start with Depseek’s question. SAbes, I think there are a number of novel things that made that I think we are still digging and there are a number of things in which we have advances that we hope to implement in our systems. And that is part of the nature of how this works, whether a Chinese competitor or not. You know, I hope that every new company that has an advance, to have a launch, has some new advances from which the rest of the field learns and that is how the technology industry works. “
In turn, the financial director of GoalSuan Li, said about CAPEX 2025: “Capital expenses perspectives. We hope that our capital expenses for the full year of 2025 are located in the range of 60,000 million at 65,000 million dollars. We hope that the growth of capital expenses in 2025 will be promoted by a greater investment to support both our efforts of generative artificial intelligence and our main business. Most of our capital expenses in 2025 will continue to go to our main business. “
Besides, Satya NadellaExecutive Director of Microsoft Corporation He added: “In my comments, I talked about how, in a sense, What is happening with AI is not different from what was happening with the normal computer cycle. It is always about folding the curve and then placing more points in the curve. So there is Moore’s law that works at full speed. Then, in addition to that, there are the AI escalation laws, both pre -entry and inference time calculate that compound, and all that is software. “
And finally, Amy Hoodfinancial director of Microsoftabout capital spending he said that “We hope that quarterly spending in the third and fourth quarter will remain at levels similar to those of the second quarter”
“In fiscal year 2026, we hope to continue investing based on the strong demand signals, including the order portfolio of the clients that we must fulfill throughout our Microsoft cloud. However, however, The growth rate will be less than in fiscal year 2025 and the combination of expenses will begin to focus on short -term assets They are more correlated with income growth, “he closed.
Source: Ambito
