Meta Vs. Microsoft: Can Their AI Infrastructure Plans Hold Up Against DeepSeek?

1. Meta plans $60-65 billion in capex for 2025, a 60% y/y increase. 2. Strong cloud investments aim to maintain competitive edge in AI. 3. Concerns about investment efficiency are outweighed by growth potential. 4. Meta's focus on AI infrastructure is critical for long-term success. 5. Meta seeks to balance growth with investment optimization amid competition.