Key Takeaways Meta CEO Mark Zuckerberg said Wednesday’s that the rapid rise of competitors from China has only strengthened the tech giant’s commitment to its AI ambitions. The CEO said it’s too early to know how growing competition from China could impact its future investments.

DeepSeek’s new AI model—and how it impact Meta’s spending—will be of great interest when the Facebook parent reports earnings Wednesday.

I continue to think that investing very heavily in CapEx and infra is going to be a strategic advantage over time.”