Dan Ives Expects Meta And Microsoft To Stand Firm On $60 - $80 Billion AI Spending Plans Amid DeepSeek's Disruptive AI Model
Dan Ives Expects Meta And Microsoft To Stand Firm On $60 - $80 Billion AI Spending Plans Amid DeepSeek's Disruptive AI Model
Wedbush Securities analyst Dan Ives expects Meta Platforms Inc. (NASDAQ:META) and Microsoft Corp. (NASDAQ:MSFT) to stand firm on their ambitious artificial intelligence spending plans during their upcoming earnings calls, despite recent market jitters over Chinese AI startup DeepSeek's emergence.
Wedbush證券分析師Dan Ives預計Meta Platforms Inc. (納斯達克:META)和微軟公司 (納斯達克:MSFT)將在即將召開的業績電話會議上堅守其雄心勃勃的人工智能支出計劃,儘管最近市場對中國人工智能初創公司DeepSeek的出現感到緊張。
What Happened: Ives, writing on X on Tuesday, said he anticipates both tech giants to reiterate their substantial 2025 AI-driven capital expenditure targets – $60-65 billion for Meta and $80 billion for Microsoft – during their Wednesday earnings calls.
發生了什麼:Ives在週二X上寫道,他預期這兩家科技巨頭將在週三的業績電話會議上重申其龐大的2025年人工智能驅動的資本支出目標——Meta爲600-650億,微軟爲800億。
The analyst's comments come as both companies prepare to report quarterly results amid market uncertainty triggered by DeepSeek's surprise announcement of a new large language model that reportedly cost just $6 million to develop using restricted Nvidia Corp. (NASDAQ:NVDA) chips.
分析師的評論是在這兩家公司準備報告季度業績的背景下發佈的,市場的不確定性是由DeepSeek意外宣佈一個新大型語言模型引發的,該模型據報道使用受限的英偉達(NASDAQ:NVDA)芯片開發僅花費了600萬美元。
While DeepSeek's achievement sent tremors through tech stocks, On Monday, Ives dismissed concerns about its impact on established players. "No US Global 2000 is going to use a Chinese start-up DeepSeek to launch their AI infrastructure and use cases," he noted, characterizing the recent market reaction as a "golden buying opportunity."
儘管DeepSeek的成就讓科技股票受到震動,但Ives在週一對此影響老牌玩家的擔憂予以駁斥。他表示:"沒有任何美國全球2000公司會使用中國初創公司DeepSeek來啓動他們的人工智能基礎設施和使用案例,"他將最近的市場反應形容爲"絕佳的買入機會。"
We expect Meta and Microsoft to reiterate their massive 2025 AI driven Capex numbers of $60 billion-$65 billion and $80 billion respectively with a firm tone on tomorrow night's conf call. This is what the Street is focused on after the DeepSeek LLM/model heard around the world
— Dan Ives (@DivesTech) January 28, 2025
我們預計Meta和微軟會在明晚的電話會議上重申其巨大的2025年人工智能驅動的資本支出數字,分別爲600億-$650億和800億,語氣堅定。這就是市場在DeepSeek大型語言模型引起全球關注後所關注的重點。
— Dan Ives (@DivesTech) 2025年1月28日
Why It Matters: For Meta's upcoming report, analysts expect robust advertising momentum to drive revenue growth. Goldman Sachs analyst Eric Sheridan projects "above-industry topline growth over the next several quarters," citing strong ad performance and untapped potential in platforms like WhatsApp and Messenger.
爲什麼這很重要:對於Meta即將發佈的報告,分析師預計強勁的廣告勢頭將推動營業收入增長。高盛的分析師Eric Sheridan預測"在接下來的幾個季度中將實現高於行業的頂線增長,"並引用了WhatsApp和Messenger等平台的強勁廣告表現和未開發的潛力。
Microsoft investors will focus on Azure's cloud computing performance, with analysts projecting 31-32% revenue growth. Oppenheimer analyst Timothy Horan, however, cautioned that the Street might be "too optimistic" about near-term returns on AI investments.
微軟的投資者將專注於Azure的雲計算表現,分析師預計營業收入增長爲31-32%。但Oppenheimer分析師Timothy Horan警告稱,市場可能對人工智能投資的短期回報"過於樂觀"。
The broader AI landscape continues to evolve rapidly, with both companies heavily invested in the sector. "The focus of AI right now is the enterprise use cases and broader infrastructure propelling this $2 trillion of Cap-Ex over the next 3 years," Ives emphasized, highlighting the strategic importance of maintaining planned investment levels despite market volatility.
更廣泛的人工智能領域繼續快速發展,雙方公司都在這一行業進行了大量投資。"目前人工智能的重點是企業應用案例和推動未來三年2萬億美元資本支出的更廣泛基礎設施," 艾夫斯強調,儘管市場波動,維持計劃投資水平的戰略重要性。
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