DAN IVES expects Meta and Microsoft firmly on $ 60 – $ 80 billion of artificial intelligence spending plans amid AI Deepseek – Microsoft (Nasdaq: MSFT), Meta platforms (Nasdaq: Meta)

Securities Wedbush Analyst Dan Evz expects Meta Platforms Inc. Dead and Microsoft Corp. Msft To determine the firm plans to spend ambitious intelligence during the upcoming profit calls, despite the recent market tensions on the start of the Chinese operation AI Dibsicappearance.

What happenedEvis, who wrote on Tuesday, said that he expected both technology giants to repeat their capital goals that depend on AI-2025-60-65 billion dollars per dead and $ 80 billion for Microsoft-during Wednesday’s profit calls.

The analyst’s comments come at a time when both companies are preparing to report quarterly results amid uncertainty in the market resulting from the sudden Deepseek advertisement for a new large language model costing only 6 million dollars to develop using restricted restriction Nafidia Company Nvda Chips.

While the accomplishment of Depsic sent defeats through technology shares, Evis refused on Monday concerns about its impact on the well -known players. He pointed out that “No Us US Global 2000 will use Deepseek Chinese to start infrastructure and use artificial intelligence”, as he described the last market reaction as “a golden purchase”.

See also: Bill Akkam wondering whether Deepseek Ai is a subsidiary of the NVIDIA hedge of sale: “We could have been made.”

Why do it matterFor the next report for Meta, analysts expect that strong advertising momentum will pay the growth of revenues. Goldman Sachs analyst Eric Sheridan Projects “higher growth above the line over the next many chapters”, citing the performance of a strong advertisement and unpopular capabilities on platforms such as WhatsApp and Messenger.

Microsoft investors will focus on AZURE’s cloud computing performance, where analysts expect revenue for 31-32 %. Obenheimer analyst Timothy HouranHowever, he warned that the street might be “very optimistic” about the proceeds in the near term for artificial intelligence investments.

The broader artificial intelligence scene continues to develop quickly, as the two companies have invested significantly in this sector. “The focus of artificial intelligence at the present time is cases of use of the broader institutions and infrastructure that pays this trillion dollars from CAP-EX over the next three years,” Evis stressed, while highlighting the strategic importance to maintain the planned investment levels despite the market fluctuation. .

Read the following:

Photo via Shutterstock

Disintegration: This content was partially produced with the help of artificial intelligence tools and was reviewed and published by Beenzinga editors.