Costs on AI Meta fall into focus against Trump’s tariff policy

Mark Zuckerberg’s plan is to make up Meta a The leader of the artificial intelligence market. Investors will want to know how President Donald Trump tariffs will affect this strategy.

These answers can start coming as soon as this week, when the AI ​​Meta strategy takes the central scene when the company holds its first Llama Brand Conference for Tuesday’s developers, and then reports its latest quarterly profits.

Already technology companies start talking about the potential impact they cover as a result Trump Tariffs.

Intel Chief Financial Director David Ziner – Note On Thursday, during the salary in the first quarter of the giant giant, it is called that the US trade policy “increased the likelihood of an economic slowdown, with the likelihood of a recession.” Meanwhile, Google Financial Director Anat Ashkenazi said that day during Profit in the first quarter Name that the technological giant remains committed to one’s Investing in $ 75 billion This year, capital costs or Capex, but also acknowledged that “terms of supplies and construction schedules” can lead to some quarter costs.

So far, analysts expect that Meta will come to leading Google and remain solid in its plan to spend as much as $ 65 billion on Capex infrastructure this year when reports on Wednesday. Some analysts believe that Meta can even increase the figure because AI is a priority for the company.

“We do not expect Meta to reduce its CAPX’s instructions at $ 60 billion in $ 2025 for their Genai infrastructure as they see it an important 10-year investment,” Needham analysts wrote in a research note on Wednesday. “However, tariffs add risks of increasing growth costs.”

Investors will also monitor the Llamacon Meta event in its Menlo Park, California, a Kokwater headquarters for any signs that its investment in II has a direct impact on business. This will be the first time when Meta holds a developer conference specifically for its Llama Family of AI models.

“Investors want to see the profitability of investments on all these investments, and while Meta showed obvious benefits from using AI to improve their products and improving income growth, it was difficult to evaluate these benefits,” said CNBC Truist Securities Analyst Youssef Squali.

Meta in April liberated A couple of new Llama 4 models, which is Meta CEP CEO Earlier said Can help the authorities so -called agents II Which can perform tasks for users via web browsers and other interfaces.

It is important that Meta continues to improve the llama to create a major Business involving agents II What companies can use to interact with their customers Applications such as Facebook and WhatsAppAnalyst at William Blair Ralph Shekart research.

“Meta has the preference for an early engine on a multimillion-dollar market, “-said the Shekart in an e-mail.” We believe that Meta is very well accommodated to use its billions of global users on multiple platforms. “

Meta is unlikely to stop its investment in Llama soon, but ultimately you should think about it if it is unable to create enough money to justify its expenses, said Ken Gavrelsky, head of Wells Fargo stock research.

“We believe that over time Meta should continue to evaluate whether llama should be competitive with leading models,” said Gavrelsky. “This is a very expensive offer, and still, unlike Google, Meta does not directly monetize its model in any case.”

Analysts also monitor Meta AI digital assistant. This is because the chatgpt opponent is a second pillar Zuckerberg‘S ii strategy.

Zuckerberg In January He said he believed that 2025 “will be a year when a highly intelligent and personalized ai assistant reaches more than 1 billion people, and I suppose that meta -i will become this leading assistant ai.”

In February, CNBC reported Meta plans to debut Autonomous app Meta AI During the second quarter and check the paid subscription service in which users could pay monthly access to more powerful versions as users can with Chatgpt.

Although a huge Meta user base throughout the family applications provides meta -i preference for competitors such as chatgpt in terms of achievement, they cannot interact with Meta AI in the same way as the rival examples for chat, said Cantor Fitzgerald Deepak Mathivanan.

Gaurlsky said that people may not want to use meta -ai on Facebook and Instagram if all they want to do is passively view short videos that meta -algorithmically recommend their channels.

“That is why a separate meta -II, where meta, can clearly formulate its case and value, can be useful,” said Gaulsky.

Autonomous meta-ai app can help the company improve the digital assistant and distinguish it from the competitors, said Debra Protection Williamson, founder and chief analyst Sonata Insights.

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