Mark Zuckerberg's $65 Billion AI Bet Benefits Nvidia And Other Players, Says Top Analyst, But Warns Market Bull Run Will 'End In A Spectacular Bubble Burst'

Benzinga01-26 09:12

Deepwater Asset Management’s Gene Munster says Meta Platform Inc.’s (NASDAQ:META) plans to invest up to $65 billion this year to expand its AI infrastructure will benefit Nvidia Corp. (NASDAQ:NVDA) ...

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(NASDAQ:NVDA) ...</p>\n\n<a href=\"https://finance.yahoo.com/news/mark-zuckerbergs-65-billion-ai-011214728.html\">Source Link</a>\n\n</div>\n","source":"yahoofinance","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Mark Zuckerberg's $65 Billion AI Bet Benefits Nvidia And Other Players, Says Top Analyst, But Warns Market Bull Run Will 'End In A Spectacular Bubble Burst'</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMark Zuckerberg's $65 Billion AI Bet Benefits Nvidia And Other Players, Says Top Analyst, But Warns Market Bull Run Will 'End In A Spectacular Bubble Burst'\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-01-26 09:12 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/mark-zuckerbergs-65-billion-ai-011214728.html><strong>Benzinga</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Deepwater Asset Management’s Gene Munster says Meta Platform Inc.’s (NASDAQ:META) plans to invest up to $65 billion this year to expand its AI infrastructure will benefit Nvidia Corp. (NASDAQ:NVDA) ...</p>\n\n<a href=\"https://finance.yahoo.com/news/mark-zuckerbergs-65-billion-ai-011214728.html\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0823421416.USD","symbol_name":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) INC","start_time":0,"source_url":"https://finance.yahoo.com/news/mark-zuckerbergs-65-billion-ai-011214728.html","article_id":"2506538687","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2506538687","pubTimestamp":1737853934,"columns":[],"sourceInfo":{"source_id":"yahoofinance","name":"雅虎金融"},"weMediaInfo":null,"summary":"Deepwater Asset Management’s Gene Munster says Meta Platform Inc.’s  plans to invest up to $65 billion this year to expand its AI infrastructure will benefit Nvidia Corp.  and other hardware players.What Happened: Meta CEO Mark Zuckerberg on Friday outlined the company’s capital spending plans for 2025 and its focus on artificial intelligence .Deloitte's fastest-growing software company partners with Amazon, Walmart & Target – Many are rushing to grab 4,000 of its pre-IPO shares for just $0.26/share!Zuckerberg expects Meta to allocate between $60 billion and $65 billion for capital spending, primarily aimed at expanding the company's AI teams and building a new data center. he described the new data center as being “so large that it would cover a significant part of Manhattan.” The tech mogul further noted that Meta aims to bring a gigawatt of computing power online by 2025 and is projected to finish the year with over 1.3 million graphics processing units.Last year in April, Meta anno","collect":0,"end_time":0,"defaultTopTitle":"yahoo.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"LU0823421416.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) INC",".IXIC":"NASDAQ Composite","IE00B19Z3B42.SGD":"Legg Mason ClearBridge - Value A Acc SGD","NVD2.UK":"2X NVIDIA ETP","NVDS":"Tradr 1.5X Short NVDA Daily ETF","NVDA":"英伟达","META":"Meta Platforms, Inc.","NVDU":"Direxion Daily NVDA Bull 2X Shares","NVDX":"T-REX 2X LONG NVIDIA DAILY TARGET ETF","SG9999015986.USD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (USD) ACC","LU0823414478.USD":"法巴经典能源转换基金","QID":"纳指两倍做空ETF","NVDY":"YIELDMAX NVDA OPTION INCOME STRATEGY ETF","LU1814569148.SGD":"WELLINGTON GLOBAL QUALITY GROWTH \"D\" (SGDHDG) ACC","USJW.SI":"ALPHAB 3xLongSG261006","TQQQ":"纳指三倍做多ETF","GOOGL":"谷歌A","LU0787776722.HKD":"AB SELECT US EQUITY PORTFOLIO \"A\" (HKD) ACC","LU0477156953.USD":"HARRIS ASSOCIATES US VALUE EQUITY \"RE\" (USD) ACC","NVIW.SI":"NVDA 3xLongSG261006","BK4602":"量子计算概念","GOOG":"谷歌","USAW.SI":"AMZN 3xLongSG261006","TSYW.SI":"TESLA 3xLongSG261006","PSQ":"纳指反向ETF","LU0289941410.SGD":"AB FCP I Dynamic Diversified AX SGD","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","AMZN":"亚马逊","SQQQ":"纳指三倍做空ETF","NVD":"GraniteShares 2x Short NVDA Daily ETF","LU0889566641.SGD":"FTSF - Templeton Shariah Global Equity A Acc SGD","BK4527":"明星科技股","SNVD.UK":"LS -1X NVIDIA","LU2125154778.USD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (USD) INC","QLD":"纳指两倍做多ETF","LU1974910355.USD":"Allianz Thematica Cl AMg DIS USD","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","NVDD":"Direxion Daily NVDA Bear 1X Shares","3NVD.UK":"LS 3X NVIDIA","LU2065171402.SGD":"M&G (LUX) GLOBAL MAXIMA \"A\" (SGD) INC","LU1506573853.SGD":"MANULIFE GF GLOBAL EQUITY \"AA\" (SGD) INC","LU2430703178.SGD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4H\" (SGDHDG) INC","NVDS.UK":"LS -1X NVIDIA","2NVD.UK":"2X NVIDIA ETP","NVD3.UK":"LS 3X NVIDIA"},"translate_title":"顶级分析师表示，马克·扎克伯格650亿美元的人工智能押注使英伟达和其他参与者受益，但警告市场牛市将“以惊人的泡沫破裂告终”","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"AMZN":1,"NVDA":1,"GOOG":1,"GOOGL":1,"META":0.9,".IXIC":0.9,"PSQ":0.6,"NVD2.UK":0.6,"NVD3.UK":0.6,"NVDD":0.6,"NVDS":0.6,"NVDS.UK":0.6,"NVDU":0.6,"NVDX":0.6,"NVDY":0.6,"NVIW.SI":0.6,"QID":0.6,"QLD":0.6,"SNVD.UK":0.6,"SQQQ":0.6,"TQQQ":0.6,"TSYW.SI":0.6,"USAW.SI":0.6,"USJW.SI":0.6,"2NVD.UK":0.6,"3NVD.UK":0.6,"MNQmain":0.6,"NQmain":0.6,"NVD":0.6},"content_text":"Deepwater Asset Management’s Gene Munster says Meta Platform Inc.’s (NASDAQ:META) plans to invest up to $65 billion this year to expand its AI infrastructure will benefit Nvidia Corp. (NASDAQ:NVDA) and other hardware players.\nWhat Happened: Meta CEO Mark Zuckerberg on Friday outlined the company’s capital spending plans for 2025 and its focus on artificial intelligence (AI).\nDon’t Miss:\n\nElon Musk Told The U.N. If They Could Show A Plan For Ending World Hunger He'd Donate $6 Billion – ‘I Will Sell Tesla Stock Right Now And Do It'\nDeloitte's fastest-growing software company partners with Amazon, Walmart & Target – Many are rushing to grab 4,000 of its pre-IPO shares for just $0.26/share!\n\nZuckerberg expects Meta to allocate between $60 billion and $65 billion for capital spending, primarily aimed at expanding the company's AI teams and building a new data center. he described the new data center as being “so large that it would cover a significant part of Manhattan.” The tech mogul further noted that Meta aims to bring a gigawatt of computing power online by 2025 and is projected to finish the year with over 1.3 million graphics processing units.\nWeighing in on the announcement, Munster said Meta’s commitment “exceeds Street estimates of $51B.”\n\"In 2025, I expect Meta AI will be the leading assistant serving more than 1 billion people, Llama 4 will become the leading state of the art model, and we'll build an AI engineer that will start contributing increasing amounts of code to our R&D efforts,\" Zuckerberg said.\nSee Also: Nancy Pelosi Invested $5 Million In An AI Company Last Year — Here's How You Can Invest In Multiple Pre-IPO AI Startups With Just $1,000\nAccording to Munster, the increased investment in AI infrastructure will particularly benefit Nvidia and other hardware players in the short term. In the long term, the higher capital expenditure (Capex) is expected to accelerate the AI flywheel, leading to more innovation, lower usage costs, an increase in customers, and consequently, more investment.\nHe also issued a reminder, stating, “I believe the market is going higher and the run will end in a spectacular bubble burst.”\n\nThe latest datapoint that the AI trade remains intact. Zuckerberg's comment that $META will spend $60–$65B in Capex for 2025 exceeds Street estimates of $51B.In the near term, increased investment in AI infrastructure benefits $NVDA and other hardware players.Long term,...\n— Gene Munster (@munster_gene) January 24, 2025\n\nWhy It Matters: Zuckerberg’s announcement comes on the heels of Meta’s recent AI advancements. In December, Meta introduced the Llama 3.3 70B, a new AI model that outperforms competitors like Alphabet Inc.‘s (NASDAQ:GOOGL) (NASDAQ:GOOG) Google, OpenAI, and Amazon.com, Inc. (NASDAQ:AMZN). This model offers the performance of Meta's largest Llama model, Llama 3.1 405B, but at a reduced cost.\nLast year in April, Meta announced its plan to purchase 350,000 Nvidia H100 GPUs by 2024 to fuel its AI initiatives. Zuckerberg then said the 350,000 Nvidia H100 GPUs were initially intended to enhance Instagram Reels, not to position Meta as a leader in AI technology.\nMeanwhile, President Donald Trump criticized the European Union (EU) for focusing on U.S. tech giants like Meta, Apple, and Google. He accused EU regulators of unfairly targeting these companies, calling their actions “a form of taxation.”\nPrice Action: Meta Platform’s stock closed at $647.49 on Friday, down 0.20% for the day, according to Benzinga Pro data.\nRead Next:\n\nThis 12,000 RPM Spinning Battery With Over $100 Million In LOIs Could Be The Missing Link For Green Energy — Here’s Why Early Investors Are Flocking To Invest Before Funding ClosesThey're saying this is the biggest breakthrough in Next-Gen Tech since the iPhone. There’s now a limited window for investors to claim shares at just $2/share with $980 minimum—but the clock is ticking.\n\nPhoto courtesy: Shutterstock\nUp Next: Transform your trading with Benzinga Edge's one-of-a-kind market trade ideas and tools. Click now to access unique insights that can set you ahead in today's competitive market.\nGet the latest stock analysis from Benzinga?\n\nThis article Mark Zuckerberg's $65 Billion AI Bet Benefits Nvidia And Other Players, Says Top Analyst, But Warns Market Bull Run Will 'End In A Spectacular Bubble Burst' originally appeared on Benzinga.com","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"deviceId":"web-server-community-laohu8-v3","version":"4.30.2","shortVersion":"4.30.2","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2506538687"}