Alphabet increases AI investment to US $ 75 billion to respond to Deepseek challenges

In the past week, Alphabet's AI budget seems to face challenges because the rise of Chinese companies Deepseek has led to a sharp decline in Nvidia's stock. The market's speculation on Deepseek is that its cheaper AI model may reduce the demand for AI chips and data centers.

However, the CEO of Alphabet Sandal Picchai highly appreciated DeepSeek at the latest financial report conference call, saying that their work was "excellent" and emphasized that their Gemini model is also efficient.

Despite market competition, AlphaBet has not retreated in AI expenditure. The latest financial report shows that Alphabet plans to increase capital expenditure to $ 75 billion this year, an increase of 42%over last year. The funds will be used to accelerate the company's progress. Alphabet hopes that by reducing the cost of AI, it can greatly increase the needs of their services, rather than making these services almost free, thereby threatening its business model.

Picchai mentioned in the financial report call: "We are very excited about AI opportunities, because we know that we can promote extraordinary application scenarios by continuously reducing the cost of use, so that more applications can be feasible." He also also It means that such opportunities are very large, so the company will increase investment to grasp this moment.

In addition, Marka Zuckerberg, CEO of Meta, also expressed similar views at last week's financial report conference. He promised that although DeepSeek's heated discussion continued, META still invested in "tens of billions of dollars" for AI development for a long time.

Although the effect of these investment is unclear, it is clear that technology giants have the ability to bear AI -related expenses. As for whether or whether this trend will slow down, it is still unpredictable.