The fourth quarter of the meta platform was overtaken by Wall Street's expectations on Wednesday, but the company predicts that the current first quarter sales have not met the prediction, and to a tool equipped with expensive artificial intelligence. We sent a mixture signal about how the bet is rewarded.
According to LSEG's data, Facebook and Instagram parent companies predict their earnings from $ 39.5 billion to $ 41.8 billion, compared to analysts an average estimate of $ 4172 billion.
META shares remained flat after the market was closed, but open source AI was appropriate after CEO Mark Zuckerberg launched the AI Initiative of Meta and the DeepSeek Open Source AI, which hindered the global market. He was optimistic about the conviction of the company that was a strategy, so he rose.
“There will be a global open source standard,” Zuckerberg said at a conference. “It is important to be the US standard.”
The forecast raised a fresh question about the meta -spending of the meta. The company depends on the Core Social Media Advertising Business to cover the cost of AI and investment in “Metaverse” technology, such as smart glasses and expansion reality systems.
Last week, Zuckerberg announced that it is planning to expand the AI infrastructure and at the same time to increase the use of AI roles in 2025.
On Wednesday, Meta said that the total cost of 2025 would be from $ 115 billion to $ 11.4 billion in 2024 to $ 119 billion.
“The result of Meta Gang Buster's Q4 clearly shows that the advertising revenue is the company's lifeline, but the biggest question in 2025 is not related to today's revenue. Whether Mark Zuckerberg's AI infrastructure for $ 65 billion is rewarded.
The Family Daily Active People (DAP), which is used by Metric Meta, tracks unique users who opens one of the apps in one day, increased by about 5 % a year ago and increased to 335 billion.
META's results were brought to the sale of global high -tech shares on Monday after the launch of the U.S. AI model after the launch of the latest AI models in China.
DeepSeek states that the model is a part of the Meta's own lamam model, which matches the US top rivals or outper.
Zuckerberg said it was too early to tell how Deepseek's global investment and capital expenditure strategy would affect.
However, what is clear is the lesson that a new company can incorporate into meta products. “There are a few things we want to implement in the system,” Zuckerberg said in questions about Deepseek.
Breakthroughs may strengthen the scrutiny of investors who are worried about the company's great expenditure to AI, but make a profit on the meta if the cost of model construction and support is reduced behind success. It may be brought.
Meta aims to end the year with more than 1.3 million graphics processors (GPU) among the top buyers of NVIDIA's required AI chip, aiming to bring one gigawatt computing power online. Zuckerberg stated on a Facebook post on Friday, an overview of the company's 2025. Expenditure goal.
He said this month that Meta would dismiss 5 % of the “lowest performer” and warned employees this year to improve this year's performance.
