The AI ​​expenditure of Meta will focus on Trump’s tariff policy

Mark Zuckerberg’s plan is to be done Meta The market leader in artificial intelligence. Investors will want to know how to influence President Donald Trump’s trading policy on this strategy.

These answers could come so quickly this week, since Meta’s AI strategy is the focus of the company on Tuesday its first conference for Lama brands for AI developers and then reports on the latest quarterly win the next day.

Tech companies are already talking about the potential effects they affect the Trump tariffs.

Intel The CFO David Zinsner said on Thursday during the yield of the chip giants in the first quarter that US trade policy “has increased the likelihood of an economic slowdown, with the probability of recession” growing “. In the meantime, Google CFO Anat Ashkenazi said that the tech giant in a profit giant in the first quarter continued to invest its investments of $ 75 billion in investments or Capex this year, but also recognized that the “time of delivery and construction plans” could cause a quarter-to-quarter expenditure for bverties.

At the moment, analysts expect Meta Google Lead to follow Google and will remain in its plan to issue up to 65 billion US dollars in Capex for the AI ​​infrastructure this year if it reports on Wednesday. Some analysts believe that Meta could even increase the number because AI has a central priority for the company.

“We do not expect META to reduce its CAPX instructions in 2025 from USD 65 billion to $ 65 billion for its Genai infrastructure, since they see this as an important 10-year investment, needs needham analysts in a research reference published on Wednesday.” However, tariffs add risks for upward costs. “

Investors will also monitor the Meta Lamacon event in Menlo Park, California, to get signs that its AI investments have an immediate effect. This is the first time that Meta organizes a developer conference especially for your LAMA family from AI models.

“Investors want to see a ROI for all of these AI investments, and while Meta has clear advantages of using AI to improve its products and promoting faster sales growth, it was difficult to quantify these advantages,” said the Truist Securities Analyst Youssef Squali.

In April, Meta published some of his new Llama 4 models that Meta Chief Product Officer Chris Cox previously claimed to provide so-called AI agents, who can carry out the tasks for users via web browser and other online interfaces.

It is important that Meta Lama repeatedly improves a large company in which AI agents are involved in which companies can interact with their customers within apps such as Facebook and WhatsApp, said William Blair Research -Analyst Ralph Schackart.

“Meta has an early Mover advantage in scale in a multi-Billion dollar market, “said Schackart in an email.

It is unlikely that META will contain his Lama investment shortly, but it should finally be considered if it does not generate enough money to justify its costs, said Ken Gawrelski, Managing Director of Wells Fargo from Equity Research.

“We believe that Meta has to continue to evaluate over time whether Lama must be competitive with the leading models,” said Gawrelski. “This is a very expensive offer, and in contrast to Google, Meta monetizes its model in no material way in contrast to Google.”

Analysts also follow the META AI Digital Assistant. This is because the chatt -rival represents the second pillar of Zuckerberg’s KI strategy.

Zuckerberg in January said he believes that in 2025 “a year in which a very intelligent and personalized AI assistant reaches more than 1 billion people, and I expect Meta AI to be the leading AI assistant.”

In February, CNBC reported that Meta plans to debut an independent META-AI app in the second quarter and test a paid subscription service in which users could pay monthly fees in order to access more powerful versions such as users with chatt.

Although Meta’s enormous user base in META AI gives an advantage over competitors such as Chatgpt in terms of range, you may not interact with META AI, as you do with competing chat apps, said the analyst Deepak Mathivanan from Cantor Fitzgerald.

Gawrelski said that people may not want to use META -KI on Facebook and Instagram if they only want to look at the short videos, the meta, the meta, algorithmically for their feeds.

“Therefore, a separate meta -ki, in which Meta could clearly articulate its application and promise of values, could be helpful,” said Gawrelski.

An independent META-AI app could help the company to better market the digital assistant and to distinguish them from the competitors, said Debra Aho Williamson, founder and chief analyst at Sonata Insights.

“Chatgpt has such a broad brand awareness that it has become a moat that will soon be very difficult to overcome,” said Williamson.