Meta Unveils Massive $65 Billion AI Investment Plan for 2025

Meta to invest up to $65bn in AI Infrastructure Zuckerberg

Image: Getty Images CEO Mark Zuckerberg announced that Meta Platforms (META.O) plans to invest as much as $65bn in 2025 to expand its artificial intelligence (AI) infrastructure. This substantial investment aims to bolster Meta's AI capabilities and strengthen its competitive position against rivals such as OpenAI and Google in the rapidly evolving AI market. In a Facebook post, Zuckerberg called 2025 "a defining year for AI", stating that its AI initiatives would drive its core products and business in the coming years. "This is a massive effort," Zuckerberg said, emphasising that the expansion would unlock historic innovation and play a key role in maintaining US leadership in technology. Meta plans to significantly ramp up hiring in AI roles as part of its broader investment strategy. The company will also build a massive 2-gigawatt data centre, which would be large enough to cover a significant portion of Manhattan. This data centre will support the vast computational needs of the company's AI projects, including running models like Llama 4, which Zuckerberg expects to become a leading state-of-the-art AI model. Meta plans to ramp up computing power The company also aims to bring online approximately 1 gigawatt of computing power in 2025 and end the year with over 1.3 million graphics processing units (GPUs), a key component for powering AI workloads. Meta has been one of the largest buyers of GPUs from Nvidia (NVDA.O), whose chips are critical for running advanced AI models. Zuckerberg's post further highlighted the company's ambitious roadmap for AI. By 2025, Meta expects its AI systems to serve more than a billion people globally. Additionally, the company plans to develop an AI engineer capable of contributing significant amounts of code to its research and development efforts. "This will be a defining year for AI," Zuckerberg wrote, underscoring the broader importance of AI in shaping the company's future. "We have the capital to continue investing in the years ahead." The company's investment comes just days after US President Donald Trump announced a joint venture called Stargate between OpenAI, SoftBank (9984.T), and Oracle (ORCL.N), which plans to invest $500bn in AI infrastructure across the US. Meta's $60-$65bn investment aligns with the broader trend of major tech companies pouring resources into AI, a sector that has gained immense traction following the success of OpenAI's ChatGPT. Zuckerberg ended his post with a rallying call: "Let's go build."

Mark Zuckerberg Says Meta to Spend Up to $65 Billion on AI in 2025

Meta Platforms plans to invest as much as $65 billion (roughly Rs. 5,61,908 crore) on projects related to artificial intelligence in 2025, including building a giant new data center and increasing hiring in AI teams, Chief Executive Officer Mark Zuckerberg said Friday. The company intends to use the funds to build a data center "so large that it would cover a significant part of Manhattan," Zuckerberg said in a Facebook post. Meta plans to bring around a gigawatt of computing power online in 2025 and is projected to end the year with more than 1.3 million graphics processing units, he added. "This is a massive effort, and over the coming years it will drive our core products and business, unlock historic innovation, and extend American technology leadership," Zuckerberg wrote in the post. Meta has invested significantly in AI over the last several years, and recently announced a new $10 billion (roughly Rs. 86,440 crore) data center in Louisiana. It has also bought new computer chips to power products like its AI assistant and its Ray-Ban smartglasses. Zuckerberg added that Meta will be "growing our AI teams significantly" in 2025. Zuckerberg's announcement comes days after OpenAI, SoftBank Group Corp. and Oracle Corp. announced a $100 billion (roughly Rs. 8,64,404 crore) joint venture called Stargate to build out data centers and AI infrastructure projects around the US. Meta's projected capital expenditures for this year represent a roughly 50% increase over the firm's estimated 2024 spending, and is more than double its capital expenditures from 2023. The company is expected to provide a final 2024 capital expenditure figure when it announces its fourth-quarter financial results on January 29. It's possible that Meta and its competitors are overspending on AI, Zuckerberg said last summer, but the risk of losing a few billion dollars is better than missing a major change in computing. "I think that there's a meaningful chance that a lot of the companies are over-building now, and that you'll look back and you're like, 'oh, we maybe all spent some number of billions of dollars more than we had to,'" Zuckerberg told Bloomberg's Emily Chang in July. "On the flip side, I actually think all the companies that are investing are making a rational decision, because the downside of being behind is that you're out of position for like the most important technology for the next 10 to 15 years." Wall Street was expecting Meta to allocate $51.3 billion (roughly Rs. 4,43,444 crore) for capital expenditures in 2025, according to Bloomberg-compiled estimates. Shares of Meta initially fell on the news during premarket trading, but the stock rose as much as 1.7 percent after exchanges opened in New York, reflecting optimism from analysts. Broadcom Inc., the main provider of chip design services for companies including Meta, rose as much as 3.9% following Zuckerberg's announcement. "Meta's sharp increase in 2025 capital spending to as much as $65 billion (roughly Rs. 5,61,908 crore), rising well above last year's and consensus, may be its best use of capital, driving future growth and positioning itself as a leader in AI capabilities," Bloomberg Intelligence Senior Credit Analyst Robert Schiffman wrote on Friday. Zuckerberg's decision to post Meta's spending plans on Facebook five days ahead of the firm's quarterly earnings announcement is an unconventional one. Companies typically issue such projections alongside their financial results, or in formal regulatory filings and press releases. But federal regulators have in the past ruled that most social media platforms are suitable for companies to use to publicly disclose material information to investors. © 2025 Bloomberg LP

Zuckerberg sets Meta's AI targets for the year, expects to spend $60 billion on growth

Meta CEO Mark Zuckerberg looks on before the luncheon on the inauguration day of U.S. President Donald Trump's second Presidential term in Washington, U.S., Jan. 20, 2025. Meta CEO Mark Zuckerberg on Friday announced the company plans to invest around $60 to $65 billion in capital expenditure in 2025 as it continues to build out its artificial intelligence infrastructure. Zuckerberg said 2025 will be "a defining year for AI" and that Meta is building a large datacenter that "would cover a significant part of Manhattan" to power its AI offerings. Additionally, Meta will bring on around 1 gigawatt in compute and end the year with more than 1.3 million graphics processing units, he said. "This is a massive effort, and over the coming years it will drive our core products and business, unlock historic innovation, and extend American technology leadership," Zuckerberg wrote in a post on Facebook. Meta has been pouring billions of dollars into AI and ramping up related research and development in recent years, but it's a fiercely competitive market and will take time before investors begin to reap those benefits. In an April call with investors, Zuckerberg said he expects to see a "multiyear investment cycle" before Meta's AI products will scale into profitable services, but he also noted that the company has a "strong track record" in that department. Shares of Meta plunged 16% at the time. The company still generates the vast majority of its revenue from digital advertising. Zuckerberg said Friday that he expects the company's Meta AI digital assistant to become the "leading assistant serving more than 1 billion people." Meta is also building an AI engineer that will contribute "increasing amounts of code to our R&D efforts," Zuckerberg added. "We have the capital to continue investing in the years ahead," he wrote in his Facebook post.

Meta Plans to Spend as Much as $65B in 'Defining Year for AI' Says Zuckerberg

Meta Platforms (META) CEO Mark Zuckerberg said the company plans to invest $60 billion to $65 billion in capital expenditures this year, up from an estimated $38 billion to $40 billion in 2024, as the tech giant expands its artificial intelligence efforts. Meta's stock price rose 1.7% Friday to close at an all-time high of $647.49 following the announcement, topping a record set just a day earlier. The shares have gained close to 65% over the past 12 months. Zuckerberg said 2025 "will be a defining year for AI," in a Facebook post on Friday, outlining Meta's intentions to build an AI data center "so large it would cover a significant part of Manhattan." Meta expects the data center to bring online 1 gigawatt of computing power in 2025, and to end the year with more than 1.3 million GPU chips. The CEO's announcement comes just days after that of Stargate, the $500 billion AI project President Donald Trump announced Tuesday, which drove several related AI and nuclear energy stocks higher. Zuckerberg also said he expects Meta AI to serve more than 1 billion people, powered by its Llama 4 large language model. In October, Zuckerberg said Llama 4 was "well into its development," with smaller models set for launch sometime early this year. Analysts at JPMorgan told clients Friday they believe Meta AI functionality will ramp up with Llama 4 this year, with some features similar to OpenAI's Operator AI agent released Thursday.

Meta Plans to Invest up to USD 65 Billion in AI in 2025

Competitors like Microsoft and Stargate are also making massive AI investments. Meta has unveiled an ambitious roadmap for AI in 2025, aiming to position itself at the forefront of artificial intelligence (AI) innovation. With plans to serve over 1 billion people through its Meta AI assistant, the company is doubling down on its mission to make AI ubiquitous and transformative. Also Read: Meta AI Has More Than 500 Million Monthly Users, Says Mark Zuckerberg Meta has unveiled plans to bring approximately 1 GW of compute capacity online in 2025. In a Facebook post, CEO Mark Zuckerberg revealed that the company plans to invest USD 60-65 billion in capital expenditure this year, primarily on data centres, and grow its AI teams "significantly." In October 2024, Meta said it raised its annual spending forecast to USD 38-40 billion, up from the previous range of USD 37-40 billion projected in July 2024. At that time, the company highlighted a "significant acceleration" in infrastructure expenses for the following year, driven by expanded investments in servers, data centres, and network infrastructure. Also Read: Meta Announces USD 10 Billion AI Data Center in Louisiana The CEO also reiterated Meta's commitment to its USD 10 billion AI data center in Richland Parish, Louisiana, which was announced in December 2024 in partnership with Louisiana Economic Development (LED). "This will be a defining year for AI. 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. Also Read: Meta Plans USD 10 Billion Subsea Cable to Manage Global Data Traffic: Report "To power this, Meta is building a 2GW+ datacenter that is so large it would cover a significant part of Manhattan. We'll bring online around 1GW of compute in 2025 and we'll end the year with more than 1.3 million GPUs. We're planning to invest USD 60-65 billion in capex this year while also growing our AI teams significantly, and we have the capital to continue investing in the years ahead. This is a massive effort, and over the coming years it will drive our core products and business, unlock historic innovation, and extend American technology leadership. Let's go build!" Zuckerberg added.

Mark Zuckerberg Envisions 2025 to be an 'Intense' A.I.-Focused Year for Meta

The company's goals for 2025 include building an A.I. agent with mid-level engineer capabilities. Mark Zuckerberg has never been one to shy away from a rebrand. Much like the drastic shifts the Meta (META) CEO frequently takes to his personal style, his company has undergone a series of identity overhauls throughout the years. In 2021, it shed its Facebook moniker to become known as Meta. Two years later, Zuckerberg cut 10,000 jobs across his company after declaring 2023 Meta's "Year of Efficiency." Sign Up For Our Daily Newsletter Sign Up Thank you for signing up! By clicking submit, you agree to our <a href="http://observermedia.com/terms">terms of service</a> and acknowledge we may use your information to send you emails, product samples, and promotions on this website and other properties. You can opt out anytime. See all of our newsletters As for 2025? It's all about A.I. The social media giant is looking to increase its A.I. investments this year by up to 66 percent, the company said in its quarterly earnings report yesterday (Jan. 29). "This year is going to set the course for the future. This is going to be intense," Zuckerberg told analysts on an earnings call yesterday. Meta's capital expenditure in 2024 totaled more than $39 billion, nearly $15 billion of which was spent between October and December, according to yesterday's earnings report. This year, that figure is set to jump to between $60 billion and $65 billion. This growth "will be driven by increased investment to support our generative A.I. efforts and core business," the company said. Building out data centers and GPU stockpile Much of Meta's A.I. investment will be dedicated to building out A.I. infrastructure, such as data centers and GPUs. In December, Zuckerberg unveiled plans to build Meta's largest data center yet. Located in Richland Parish, La., it will span 4 million square feet -- an area "so big that it'll cover a significant part of Manhattan," said Zuckerberg on yesterday's earnings call. The company is looking to more than double its stockpile of GPUs from 600,000 to 1.3 million by the end of 2025. Zuckerberg is hopeful these A.I. investments will give Meta an edge as it continues to push A.I. features like Meta AI, a virtual assistant that had nearly 600 million monthly active users by the end of 2024. In 12 months' time, this figure should reach the 1 billion mark, according to the CEO, who also recently proclaimed that upcoming releases of Llama, Meta's open-source large language model, will make it "the leading state-of-the-art model." Building a coding A.I. agent Meta's 2025 goals also include building an A.I. agent with coding capabilities on par with mid-level engineer to aid the company's research and development efforts. "This is going to be a profound milestone, and potentially one of the most important innovations in history," Zuckerberg told analysts. "Whichever company builds this first is going to have meaningful advantage in deploying it," said the CEO, adding that such an agent will shape the field of A.I. research. Meta ended 2024 with some 74,000 staffers, a 10 percent jump year-over-year. The next 12 months will see the company ramp up its hires as it grows its A.I. teams "significantly," according to Zuckerberg's recent Facebook post. Meta expects its full-year expense in 2025 to total $114 billion to $119 billion. The largest category will be infrastructure, followed by employee compensation. In the past quarter, Meta's revenue totaled at $48 billion, up 21 percent from the year prior. Full-year revenue came at $164 billion, up 22 percent from 2023. Quarterly net income jumped 49 percent to nearly $21 billion, and full-year net income climbed 59 percent to $62 billion.

Zuckerberg Outlines Meta's Bold AI Investment Strategy Amid DeepSeek's Rise

Meta's AI Expansion: Zuckerberg Targets Multimodal and Agentic Advancements Meta CEO Mark Zuckerberg has unveiled the company's plan to invest in artificial intelligence (AI) infrastructure. On Meta's first-quarter call, he said the company would spend 'hundreds of billions of dollars' on AI advancements. Although the market has been concerned about Chinese AI firm DeepSeek's rapid growth, Meta is continuing its investment in AI. Zuckerberg also pointed out that Meta's capital expenditures will be more than $60 billion in 2025, mainly driven by expansion. This strategic advantage will drive high service quality and scalability, he said. While he acknowledged DeepSeek's technological advancements, he said that demand for AI chips is still important for inference purposes.

Meta plans to invest $60 bn or more in AI this year

Meta chief executive Mark Zuckerberg on Friday said the tech giant plans to invest at least $60 billion in artificial intelligence in 2025, aiming to lead in the technology. "This will be a defining year for AI," Zuckerberg said in a post on his Facebook page. Zuckerberg expects Meta AI to be the top digital assistant, used by more than a billion people, and for the tech firm's Llama 4 to be at the forefront of AI models, according to the post. Meta is creating an AI "engineer" to contribute computer coding to its research and development efforts, he explained. Meta will construct a massive new datacenter to power its AI ambitions and is planning $60 billion to $65 billion in capital expenditures this year related to the technology, according to Zuckerberg. "This is a massive effort, and over the coming years it will drive our core products and business, unlock historic innovation, and extend American technology leadership," he said. The post comes just days after US President Donald Trump announced a major investment to build infrastructure for artificial intelligence led by Japanese giant SoftBank and ChatGPT-maker OpenAI. Trump said the venture, called Stargate, "will invest $500 billion, at least, in AI infrastructure in the United States." But in a post on his social media platform X, Trump ally and tech tycoon Elon Musk said the main investors "don't actually have the money." The comment marked a rare instance of a split between the world's richest man and Trump, with Musk playing a key role in the newly installed administration after spending $270 million on the election campaign. Microsoft president Brad Smith, meanwhile, has gone on record saying the company was on pace this fiscal year to invest about $80 billion to build out AI datacenters, train AI models and deploy cloud-based applications around the world. "The United States is poised to stand at the forefront of this new technology wave, especially if it doubles down on its strengths and effectively partners internationally," Smith said in an online post.

What Mark Zuckerberg said about his $60-$65 billion AI investment to compete with OpenAI, Google

Meta Platforms plans to invest $60-$65 billion this year to enhance its AI infrastructure, CEO Mark Zuckerberg announced on Friday. The move is part of the company's strategy to strengthen its competitive edge against rivals OpenAI and Google in the race for AI dominance. "We're planning to invest $60-65B in capex this year while also growing our Al teams significantly, and we have the capital to continue investing in the years ahead," Zuckerberg said in a post. In his post, the Facebook founder unveiled an ambitious roadmap for the company's AI efforts, projecting key advancements in technology and infrastructure by 2025. Zuckerberg outlined plans to establish Meta's dominance in AI while detailing a substantial capital expenditure for the current year. Zuckerberg expects Meta AI to become a leading virtual assistant, serving over 1 billion users by 2025. He highlighted plans to make Llama 4 -- the company's next-gen AI model -- the industry's state-of-the-art benchmark. Additionally, Meta is developing an AI engineer that will contribute directly to its research and development efforts. "This will be a defining year for Al. In 2025, I expect Meta Al will be the leading assistant serving more than 1 billion people, Llama 4 will become the leading state of the art model," Zuckerberg said. "We'll build an Al engineer that will start contributing increasing amounts of code to our R&D efforts." To support these advancements, Zuckerberg said that Meta is building a massive data centre with a capacity of over 2GW. The facility is expected to bring online approximately 1GW of computing power in 2025, supported by more than 1.3 million GPUs by the year's end. "This is a massive effort, and over the coming years it will drive our core products and business, unlock historic innovation, and extend American technology leadership," Zuckerberg wrote. The announcement underscores Meta's commitment to competing with rivals like OpenAI and Google in the rapidly evolving AI space. Meta's move follows US president Donald Trump's recent announcement of OpenAI, SoftBank, and Oracle partnering to launch The Stargate Project, committing $500 billion to build AI infrastructure across the US. Earlier this month, Microsoft announced plans to invest approximately $80 billion in 2025 to expand its data centres. Meanwhile, Amazon stated that its 2025 spending will exceed the estimated $75 billion allocated in 2024.

Meta to invest up to $65 billion this year to power AI goals, Zuckerberg says

Meta CEO Mark Zuckerberg announced he was shelving their fact-checking policy. This policy shift comes ahead of the Trump administration. Meta Platforms plans to spend between $60 billion and $65 billion this year to build out AI infrastructure, CEO Mark Zuckerberg said on Friday, joining a wave of Big Tech firms unveiling hefty investments to capitalize on the technology. As part of the investment, Meta META.O will build a more than 2-gigawatt data center that would be large enough to cover a significant part of Manhattan. The company -- one of the largest customers of Nvidia's NVDA.O coveted artificial intelligence chips -- plans to end the year with more than 1.3 million graphics processors. "This will be a defining year for AI," Zuckerberg said in a Facebook post. "This is a massive effort, and over the coming years it will drive our core products and business." Zuckerberg expects Meta's AI assistant -- available across its services, including Facebook and Instagram -- to serve more than 1 billion people in 2025, while its open-source Llama 4 would become the "leading state-of-the-art model". Shares of the company were 1.6% higher in early trading. Big technology companies have been investing tens of billions of dollars to develop AI-related infrastructure after the meteoric success of OpenAI's ChatGPT highlighted the potential for the technology. U.S. President Donald Trump on Tuesday announced that OpenAI, SoftBank Group 9984.T and Oracle ORCL.N will form a venture called Stargate and invest $500 billion in AI infrastructure across the United States. Earlier this month, Microsoft said it was planning to invest about $80 billion in fiscal 2025 to develop data centers, while Amazon.com AMZN.O has said its capital spending for 2025 would be higher than an estimated $75 billion in 2024. Meta's planned capital spending of up to $65 billion would mark a significant jump from its estimated capital spending of $38 billion to $40 billion for last year. As part of the AI efforts, the company said it would build an AI engineer that will start contributing increasing amounts of code to its research and design efforts. It will also continue to grow the teams working on AI services.

Meta to spend up to $65B on massive AI data center: 'Defining year...

Meta Platforms plans to spend between $60 billion and $65 billion this year to build out AI infrastructure, CEO Mark Zuckerberg said Friday, joining a wave of Big Tech firms unveiling hefty investments to capitalize on the technology. As part of the investment, Meta will build a more than 2-gigawatt data center that would be large enough to cover a significant part of Manhattan. The company -- one of the largest customers of Nvidia's coveted artificial intelligence chips -- plans to end the year with more than 1.3 million graphics processors. "This will be a defining year for AI," Zuckerberg said in a Facebook post. "This is a massive effort, and over the coming years it will drive our core products and business." Zuckerberg expects Meta's AI assistant -- available across its services, including Facebook and Instagram -- to serve more than 1 billion people in 2025, while its open-source Llama 4 would become the "leading state-of-the-art model." Shares of the company were 1.6% higher in early trading. Big technology companies have been investing tens of billions of dollars to develop AI-related infrastructure after the meteoric success of OpenAI's ChatGPT highlighted the potential for the technology. President Trump on Tuesday announced that OpenAI, SoftBank Group and Oracle will form a venture called Stargate and invest $500 billion in AI infrastructure across the United States. Earlier this month, Microsoft said it was planning to invest about $80 billion in fiscal 2025 to develop data centers, while Amazon has said its capital spending for 2025 would be higher than an estimated $75 billion in 2024. Meta's planned capital spending of up to $65 billion would mark a significant jump from its estimated capital spending of $38 billion to $40 billion for last year. As part of the AI efforts, the company said it would build an AI engineer that will start contributing increasing amounts of code to its research and design efforts. It will also continue to grow the teams working on AI services.

Meta Plans $65 Billion Infrastructure Investment During 'Defining Year' for AI | PYMNTS.com

Meta plans to invest $60 billion to $65 billion in capital expenditures and grow its artificial intelligence (AI) teams "significantly" this year, CEO Mark Zuckerberg said in a Friday (Jan. 24) post on Facebook. Saying this will be a "defining year" for AI, Zuckerberg said Meta is building a data center large enough to cover "a significant part of Manhattan," will bring online 1 gigawatt of compute and will have more than 1.3 million GPUs by the end of 2025. Zuckerberg said this infrastructure will power the company's AI efforts that include Meta AI, which he expects will serve more than 1 billion people this year; Llama 4, which he said will become "the leading state of the art model;" and a new AI engineer now being built that will contribute code to Meta's R&D efforts. "This is a massive effort, and over the coming years it will drive our core products and business, unlock historic innovation, and extend American technology leadership," Zuckerberg said in the post. This capital expenditure would be 50% higher than the estimated amount Meta invested in 2024 and more than double the amount it invested in 2023, Bloomberg reported Friday. Wall Street estimates had expected the company to allocate a smaller amount than that announced by Zuckerberg -- $51.3 billion -- to capital expenditures this year, according to the report. Zuckerberg's announcement follows news of several other investments in AI infrastructure. President Donald Trump said Tuesday (Jan. 21) that an up-to-$500 billion project called Stargate will build AI-focused data centers in the U.S. Equity partners in Stargate are SoftBank, which will be responsible for funding the venture, OpenAI, Oracle and MGX, an AI-centered sovereign wealth fund in Dubai. On Jan. 7, Amazon Web Services (AWS) said it plans to invest at least $11 billion in Georgia to expand infrastructure to support cloud computing and AI technologies. The company said this move is part of its ongoing infrastructure investments across the country. Microsoft said Jan. 3 that it plans to invest $80 billion to build data centers in fiscal 2025 to power the development and use of AI. When making the announcement, Microsoft Vice Chair and President Brad Smith said the company is doing so amid a "golden opportunity for American AI."

Meta to spend $60-65B in 2025 on AI infrastructure

Meta CEO Mark Zuckerberg revealed plans on Friday to blow through as much as $60 to 65 billion in 2025 on plenty more AI resources for his social media mega-corp - and signaled his intention to continue the spending spree for years to come. The announcement comes just days after rival model builder OpenAI unveiled, in a briefing with US President Trump, an alleged $500 billion AI infrastructure project for itself called Stargate alongside partners SoftBank, Oracle, and MGX. The Stargate project quickly drew skepticism from the likes of xAI founder and US Department of Government Efficiency (DOGE) head Elon Musk, who openly questioned whether OpenAI CEO Sam Altman and his pals really had the cash to make it happen. The OpenAI chief rubbished those claims. Given the history and animosity between Musk and Altman, none of this is a surprise, though seeing Musk (a big-name player in the Trump administration) publicly trashing Stargate (a project encouraged by Trump) like a jealous teenager has given us a great view of the nation's stable geniuses. Then there's Microsoft, Google, and Amazon each separately pledging to spend tens of billions of dollars - at least $200 billion between them - on building out AI infrastructure over the next year or so to inject assistants, generative models, and more into their products. Clearly, Zuck wants in on this drama. In a Facebook post early Friday, he outlined his vision to make Meta's AI "the leading assistant serving more than a billion people," and claimed that his boffins' Llama 4 model would become the "leading state of the art model." Is Mark rattled by the readily available and highly capable DeepSeek model out of China that's getting machine-learning types excited, or the rise of super labs like Anthropic and OpenAI, or Google's persistence paying off with Gemini? Maybe. Like its competitors, Meta has no problem burning cash to get ahead in this artificial intelligence race. According to Zuckerberg, the Social Network's $60-65 billion in CAPEX spending will support the deployment of roughly a gigawatt of new compute capacity with more than 1.3 million GPUs training and serving models by the end of the year. While Zuckerberg didn't go into detail as to whose GPUs he'll be decking his data halls with, Meta told El Reg it'll be a "mix of commercially available GPUs and our in-house silicon," aka MTIA. While many AI devs, like xAI, have favored Nvidia hardware, Meta hasn't been shy about shopping around or building its own. Meta has previously deployed large quantities of Nvidia's Hopper and AMD's Instinct MI300-series GPUs to train and serve its models. It's also developed its own silicon to power its recommender models, but has yet to announce custom parts aimed at LLMs or diffusion models. Along with training and running new models like Llama 4, some of these GPUs will eventually power an AI engineer, which Zuckerberg insists "will start contributing increasing amounts of code to our R&D efforts." All the GPUs in the world won't do Meta any good if it doesn't have a place to put them. To power the accelerators, Meta began construction last month on a two gigawatt-plus datacenter in Richland Parish, Louisiana. The facility is so large, Zuckerberg boasted "it would cover a significant part of Manhattan," and shared an image of the facility overlaid over the island. The $10 billion facility, announced early last month, will cover four million square feet, and it won't be completed this year. The facility will instead be built in phases with construction continuing through 2030. While Meta is looking for a nuclear-power provider to keep the GPUs running, this site will instead be powered by combined-cycle combustion turbine plants with a total energy generation capacity of 2,262 megawatts. Whether investors are happy about it or not, it seems Zuckerberg is prepared to keep his AI shopping spree going for a while longer. "We have the capital to continue investing in the years ahead," he wrote. "This is a massive effort, and over the coming years it will drive our core products and business, unlock historic innovation, and extend American technology leadership." ®

Meta plans to invest USD60b or more in AI this year

SAN FRANCISCO (AFP) - Meta chief executive Mark Zuckerberg on Friday said the tech giant plans to invest at least USD60 billion in artificial intelligence in 2025, aiming to lead in the technology. "This will be a defining year for AI," Zuckerberg said in a post on his Facebook page. Zuckerberg expects Meta AI to be the top digital assistant, used by more than a billion people, and for the tech firm's Llama 4 to be at the forefront of AI models, according to the post. Meta is creating an AI "engineer" to contribute computer coding to its research and development efforts, he explained. Meta will construct a massive new datacenter to power its AI ambitions and is planning USD60 billion to USD65 billion in capital expenditures this year related to the technology, according to Zuckerberg. "This is a massive effort, and over the coming years it will drive our core products and business, unlock historic innovation, and extend American technology leadership," he said. The post comes just days after US President Donald Trump announced a major investment to build infrastructure for artificial intelligence led by Japanese giant SoftBank and ChatGPT-maker OpenAI. Trump said the venture, called Stargate, "will invest USD500 billion, at least, in AI infrastructure in the United States." But in a post on his social media platform X, Trump ally and tech tycoon Elon Musk said the main investors "don't actually have the money." The comment marked a rare instance of a split between the world's richest man and Trump, with Musk playing a key role in the newly installed administration after spending USD270 million on the election campaign. Microsoft president Brad Smith, meanwhile, has gone on record saying the company was on pace this fiscal year to invest about USD80 billion to build out AI datacenters, train AI models and deploy cloud-based applications around the world. "The United States is poised to stand at the forefront of this new technology wave, especially if it doubles down on its strengths and effectively partners internationally," Smith said in an online post.

Zuckerberg sees Meta 2025 Capex at $60bn to $65bn in 2025 By Investing.com

Investing.com -- Meta Platforms announced plans to invest between $60 billion and $65 billion in capital expenditures for 2025, exceeding Wall Street's estimated $51.3 billion. The announcement was made in a Facebook (NASDAQ:META) post by CEO Mark Zuckerberg, who emphasized the pivotal role artificial intelligence will play in shaping Meta's future. "This will be a defining year for AI," Zuckerberg wrote, outlining Meta's ambitious plans. "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." To support these efforts, Meta plans to construct a massive 2GW+ data center capable of hosting over 1.3 million GPUs by the end of 2025. The company aims to bring online approximately 1GW of compute power within the year. Zuckerberg described the initiative as "a massive effort" that will drive innovation, enhance core products, and bolster U.S. technology leadership. Shares of key AI-related companies gained following the announcement, with Arista Networks (NYSE:ANET) and NVIDIA (NASDAQ:NVDA) both climbing as investors anticipated strong demand for AI infrastructure. Zuckerberg concluded: "This is a massive effort, and over the coming years, it will drive our core products and business, unlock historic innovation, and extend American technology leadership."

Mark Zuckerberg announces $60 billion investment in Meta AI

"This will be a defining year for AI," Zuckerberg wrote in a Facebook post detailing the investment. "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 [research and development] efforts." Llama is the open-sourced Large Language Model (LLM) powering Meta's AI on Facebook, Instagram, and WhatsApp. The current version is Llama 3, but Meta announced back in December that Llama 4 is coming in 2025. Zuckerberg went on to say that Meta is building a data center of over two GW (gigawatts, a big amount of energy) "that is so large it would cover a significant part of Manhattan." Meta expects to bring around one GW of computing this year and will end the year with more than 1.3 million GPUs. Basically, the data center will have a ton of processing power. "We're planning to invest $60-65B in capex [capital expenditures] this year while also growing our AI teams significantly, and we have the capital to continue investing in the years ahead," Zuckerberg said. This announcement coincides with Zuckerberg being named in a lawsuit claiming that Llama was trained using pirated materials. Additionally, it follows the unveiling of The Stargate Project, a $500 billion AI infrastructure investment announced by President Trump and OpenAI. Stargate will also facilitate the construction of AI data centers. "This is a massive effort, and over the coming years it will drive our core products and business, unlock historic innovation, and extend American technology leadership," Zuckerberg concluded his post. "Let's go build!"

Zuckerberg Shares $65 Billion 2025 Spending Plan For 1.3 Million GPU AI Datacenter

This is not investment advice. The author has no position in any of the stocks mentioned. Wccftech.com has a disclosure and ethics policy. Meta CEO Mark Zuckerberg shared fresh estimates for AI capital expenditure spending in a Facebook post just moments back. Meta, along with OpenAI, Anthropic and Google, is among the handful of big technology companies with access to a foundational AI model that enables it to build products and services that can be used to monetize AI. According to Zuckerberg, Meta will invest as much as $65 billion through capital expenditure this year in order to build compute capacity that is capable of ensuring that its Llama 4 model becomes the "leading state of the art model." Unlike Microsoft and Google, Meta's social media platforms have made it one of the more unique AI companies since they have allowed the firm to sell its AI services to advertisers and promote them in a sizable user base. Additionally, unlike OpenAI, Zuckerberg's decision to make his Llama foundational AI model open source has also won him developer appreciation and allowed the firm to easily fine tune the model. In a fresh Facebook post made moments back, Zuckerberg significantly increased his firm's 2024 capital expenditure. Ahead of today's post, analysts had expected Meta to spend between $51 billion to $53 billion in capital expenditure this year. However, according to the Meta CEO, his firm will now spend between $60 billion and $65 billion in capital expenditure as part of its efforts to make Llama 4 "the leading state of the art model." In comparison, Meta had spent $38 billion last year, so its latest announcement is more than 1.5x of its previous year's spending. Zuckerberg's latest announcement comes after President Trump's $500 billion Stargate project which has seen billions of dollars in commitments from OpenAI and Softbank. Sharing additional details about Meta's latest spending initiative, Zuckerberg revealed that he intends to build "an AI engineer" to generate software code and contribute to his firm's research and development efforts. As part of its efforts to build this engineer, Meta will set up a massive 2-gigawatt data center, which is "so large it would cover a significant part of Manhattan," according to Zuckerberg. He added that roughly 1 gigawatt of this computing capacity will be online by the end of this year, and it will use more than a whopping 1.3 million GPUs. Zuckerberg believes that his latest announcement "is a massive effort" that will drive his firm's "core products and business, unlock historic innovation, and extend American technology leadership." Zuckerberg's billions of dollars in capital expenditure make him join other large AI players who plan to continue to fork out billions of dollars in 2025 for AI spending. Among these is software giant Microsoft, which aims to spend $80 billion to provide its Azure cloud computing products powered by OpenAI's models all over the world. Elon Musk also plans to build massive data centers for his companies. After opening the day roughly 1.4% lower, Meta's shares surged by 2% to break away from most big tech peers who lagged during early hours trading today. The firm's previous capital expenditure announcements have generated mixed reactions from investors who have weighed them against its ability to earn AI profits.

Meta to Invest Up to $65 Billion in 2025 Into Data Center, AI

Meta Platforms plans to invest up to $65 billion in capital expenditures in 2025 to expand efforts related to data centers and artificial intelligence. Chief Executive Mark Zuckerberg said the social-media company will build a 2-gigawatt-plus data center and will end the year with more than 1.3 million graphics processing units (GPUs). The chief executive added that Meta will also grow its AI teams and that it has the capital to continue investing in the years ahead. "This is a massive effort, and over the coming years it will drive our core products and business, unlock historic innovation, and extend American technology leadership," said Zuckerberg said on Facebook. Meta's announcement comes on the heels of the launch of Stargate, a new venture between ChatGPT maker OpenAI, Oracle, and tech investor SoftBank. Stargate plans to spend up to $500 billion building new data centers in the U.S. to help power AI's development. It also comes amid greater pressure on companies to show capital is being allocated in the U.S., a top priority for President Trump. Zuckerberg has made a frenzied effort in recent months to recast himself as a friend of the president.

Meta to spend more than $100b on AI efforts in 2025

Gift 5 articles to anyone you choose each month when you subscribe. Meta Platforms plans to invest as much as $US65 billion ($103 billion) on projects related to artificial intelligence in 2025, including building a giant new data centre and increasing hiring in AI teams, chief executive officer Mark Zuckerberg said on Friday (Saturday AEDT). The company plans to use the funds to build a data centre "so large that it would cover a significant part of Manhattan", Mr Zuckerberg said in a Facebook post. Meta plans to bring around a gigawatt of computing power online in 2025 and is projected to end the year with more than 1.3 million graphics processing units, he added.

Meta plans to invest $60 bn or more in AI this year

An image of Mark Zuckerberg, CEO of Meta, and an image of the Meta logo is seen in this composite photo created, Jan. 7, in Washington, D.C. Meta chief executive Mark Zuckerberg, Jan. 24, said the tech giant plans to invest at least $60 billion in artificial intelligence in 2025, aiming to lead in the technology. AFP-Yonhap Meta chief executive Mark Zuckerberg on Friday said the tech giant plans to invest at least $60 billion in artificial intelligence in 2025, aiming to lead in the technology. "This will be a defining year for AI," Zuckerberg said in a post on his Facebook page. Zuckerberg expects Meta AI to be the top digital assistant, used by more than a billion people, and for the tech firm's Llama 4 to be at the forefront of AI models, according to the post. Meta is creating an AI "engineer" to contribute computer coding to its research and development efforts, he explained. It will construct a massive new datacenter to power its AI ambitions and is planning $60 billion to $65 billion in capital expenditures this year related to the technology, according to Zuckerberg. "This is a massive effort, and over the coming years it will drive our core products and business, unlock historic innovation, and extend American technology leadership," he said. The post comes just days after US President Donald Trump announced a major investment to build infrastructure for artificial intelligence led by Japanese giant SoftBank and ChatGPT-maker OpenAI. Trump said the venture, called Stargate, "will invest $500 billion, at least, in AI infrastructure in the United States." But in a post on his social media platform X, Trump ally and tech tycoon Elon Musk said the main investors "don't actually have the money." The comment marked a rare instance of a split between the world's richest man and Trump, with Musk playing a key role in the newly installed administration after spending $270 million on the election campaign. Microsoft President Brad Smith, meanwhile, has gone on record saying the company was on pace this fiscal year to invest about $80 billion to build out AI datacenters, train AI models and deploy cloud-based applications around the world. "The United States is poised to stand at the forefront of this new technology wave, especially if it doubles down on its strengths and effectively partners internationally," Smith said in an online post. (Yonhap)

Meta to build 2GW data center with over 1.3 million Nvidia AI GPUs -- invest $65B in AI in 2025

Reuters reports that Meta plans to invest between $60 billion and $65 billion in 2025 to enhance its artificial intelligence (AI) and other infrastructure. This marks a significant leap from its estimated $38 billion -- $40 billion spending in 2024, citing Mark Zuckerberg's post on Facebook. The company aims to solidify its competitive position in the AI industry against rivals like Google, Microsoft, and Open AI. However, $65 billion is slightly smaller than Microsoft's $80 billion. The report says that Meta will construct a 2GW data center using some 1.3 million Nvidia [presumably H100] GPUs as part of the plan. The spending probably includes the company's custom data center-grade processors, too. Yet, we are speculating here. "We are planning to invest $60 billion -- $65 billion in CapEx this year while also growing our AI teams significantly, and we have the capital to continue investing in the years ahead," Zuckerberg said in a Facebook post. "This is a massive effort, and over the coming years it will drive our core products and business, unlock historic innovation, and extend American technology leadership." The announcement comes amidst escalating competition in AI investments. Microsoft is allocating $80 billion for data centers in fiscal 2025, Amazon expects to exceed $75 billion in spending for the same year, and OpenAI, SoftBank, and Oracle have committed $500 billion to their Stargate initiative (yet it remains to be seen where precisely those Stargate money will come from). According to Reuters, this spending far exceeds analyst estimates of $50.25 billion for Meta's 2025 capital expenditures. "This will be a defining year for AI. 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 wrote. Unlike its rivals, Meta offers open access to Llama AI models to end users in the U.S. The company allegedly monetizes this with its primary business, Facebook. Meta has also advanced its AI offerings with products like Ray-Ban smart glasses. By 2025, Meta expects its AI assistant to reach over 1 billion users, up from 600 million monthly active users last year.

$60 billion in one year: Zuckerberg touts Meta's AI investments

Mark Zuckerberg on Sept. 25, 2024, in Menlo Park, Calif.David Paul Morris / Bloomberg via Getty Images file Meta CEO Mark Zuckerberg announced Friday that the company plans to build a massive data center in Louisiana to power its newest AI model, Llama 4, which is set to launch this year. In a Facebook post, Zuckerberg said the company would invest more than $60 billion into AI including the data center, which he noted would be "so large it would cover a significant part of Manhattan." "This will be a defining year for AI. 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 wrote. The project would mark a significant jump in Meta's capital expenditures, which were around $38 billion to $40 billion in 2024, Susan Li, Meta's chief financial officer, had previously said. In the Facebook post, Zuckerberg said despite these major expenditures, the company has "the capital to continue investing in the years ahead." The announcement comes alongside a broad surge in AI investment, with President Donald Trump announcing earlier this week the launch of Project Stargate -- an AI infrastructure joint venture with OpenAI, Oracle and Softbank -- which aims to form a new company that could include investments of up to $500 billion over the next four years. That project has caught the eye of other top tech executives, including SpaceX and Tesla CEO Elon Musk, who found himself in a feud with OpenAI CEO Sam Altman after responding to an X post announcing the venture that "they don't actually have the money." AI technology has been a hot topic for many tech companies, with the rising popularity of AI models from companies like OpenAI, Meta and Anthropic. Nvidia, a company that makes graphics processing units, or GPUs -- specialized computer chips that are used to train AI models -- had one of the highest market capitalizations in 2024 and is currently valued at around $3.6 trillion. Trump also signed an executive order Thursday that aims to further the development of AI technology in the U.S., with a stated goal of removing policies that act as "barriers to American AI innovation" and developing "AI systems that are free from ideological bias or engineered social agendas." In Friday's announcement, Zuckerberg said he expects that "Meta AI will be the leading assistant serving more than 1 billion people" and that "Llama 4 will become the leading state of the art model." With the addition of the data center, he said, the company is set to end the year with more than 1.3 million GPUs. Last January, Zuckerberg said Meta would be purchasing 350,000 H100 graphics cards from Nvidia, a deal worth billions of dollars. Zuckerberg had mentioned the data center project last month in an Instagram Reel announcing the release of Meta's Llama 3.3 model, noting that the center would be used to build "future versions of Llama." The project will be built in Richland Parish, a rural area in northeast Louisiana with a population of roughly 19,000 people, according to census data.

Mark Zuckerberg is ready to drop up to $65 billion on AI this year

How Nike's new CEO plans to revive the struggling sportswear giant The Meta chief executive said the tech giant is planning to invest between $60 billion and $65 billion in capital expenditures on AI in 2025, in a Facebook post on Friday. Zuckerberg said he expects Meta AI to "be the leading assistant serving more than 1 billion people" this year. He added that Meta's Llama 4 model is expected to "become the leading state of the art model" this year, and that the company plans to "build an AI engineer" that can contribute more code to its research and development efforts. To power its AI plans, Zuckerberg said Meta is building a data center with a capacity of more than two gigawatts -- a site that could cover a large part of Manhattan. "We'll bring online ~1GW of compute in '25 and we'll end the year with more than 1.3 million GPUs," Zuckerberg said. The company plans to "significantly" grow its AI teams, he said, and has "the capital to continue investing in the years ahead." Earlier this month, Meta -- which operates Facebook, Instagram, and Reality Labs (formerly Oculus VR) -- sent a message to company managers about reducing headcount by 5%, or about 3,600 jobs, Bloomberg reported. The cuts are aimed at "low-performers" who will reportedly be replaced later in the year. "We typically manage out people who aren't meeting expectations over the course of a year, but now we're going to do more extensive performance-based cuts during this cycle," Zuckerberg reportedly said in the internal message. Meanwhile, Zuckerberg has introduced new company policies, such as cutting back on moderation and scrapping the platform's fact-checking system, as he's grown closer with the Trump administration. In December, Meta donated $1 million to the president-elect's inaugural fund.

Mark Zuckerberg says Meta will have 1.3M GPUs for AI by year-end | TechCrunch

Meta CEO Mark Zuckerberg said that the company plans to significantly up its capital expenditures this year as it aims to keep pace with rivals in the cutthroat AI space. In a Facebook post Friday, Zuckerberg said that Meta expects to spend $60 billion-$80 billion on capex in 2025, primarily on data centers and growing the company's AI development teams. That projected range is around double the $35 billion-$40 billion Meta spent on CapEx last year. Zuckerberg also wrote that Meta plans to bring around one gigawatt of compute online this year, roughly the amount of power consumed by 750,000 average homes, and expects the company's data centers to pack over 1.3 million GPUs by year-end. Meta's investments come as AI rivals pour billions into their own infrastructure projects. Microsoft plans to spend $80 billion on AI data centers in 2025, while OpenAI is contributing to a joint venture, Stargate, that could yield it hundreds of billions of dollars' worth of data center resources.

Meta Will Spend $65 Billion on AI Efforts

Meta is making huge investments in artificial intelligence. CEO Mark Zuckerberg says the Facebook parent company will spend up to $65 billion on AI-related projects this year. Mandeep Singh of Bloomberg Intelligence is on "Bloomberg Open Interest." (Source: Bloomberg)

Mark Zuckerberg teases $65B plan on building 1.3 million AI GPU datacenter in 2025

Meta will spend over $65 billion this year alone on its AI plans, according to CEO Mark Zuckerberg, in order to boost its AI power against rivals OpenAI and Google. The social networking giant will increase its hiring for artificial intelligence roles, and will build a new 2-gigawatt data centter, which will be so big it would cover most of Manhattan in New York City. Meta is lusting after NVIDIA's latest AI GPUs -- spending tens of billions of dollars -- with an aim of over 1.3 million AI GPUs and plans to bring around 1GW of computing power online in 2025. Zuck said: "This will be a defining year for AI. 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. To power this, Meta is building a 2GW+ datacenter that is so large it would cover a significant part of Manhattan".

Meta Plans $65 Bn Investment to Build a 2GW+ Data Center in Manhattan

Meta CEO Mark Zuckerberg announced plans to invest $60-65 billion in capital expenditure during 2025 to expand the company's AI infrastructure and computing capabilities. "This will be a defining year for AI," Zuckerberg said in a post on Instagram. The company will construct a 2GW+ data centre covering a significant portion of Manhattan, with plans to bring 1GW of computing power online in 2025. Meta will deploy over 1.3 million GPUs by year-end to power its AI initiatives. "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. He highlighted that investment represents Meta's largest infrastructure expansion to date. "This is a massive effort, and over the coming years, it will drive our core products and business, unlock historic innovation, and extend American technology leadership," Zuckerberg added. According to a report, Meta has been under extreme pressure following the success of DeepSeek's latest model, DeepSeek V3, which was trained on a lower budget as compared to the Llama models. Meta's new development follows the announcement of Project Stargate, a $500 billion AI infrastructure initiative unveiled on January 21, 2025, by US President Donald Trump. This project is one of the largest technology investments in US history. Project Stargate is a joint venture involving industry leaders like OpenAI, SoftBank, Oracle, and MGX. SoftBank will handle the financial responsibilities, while OpenAI will oversee operations, with Masayoshi Son serving as chairman. Meanwhile, tech giant Microsoft recently announced plans to invest $80 billion in fiscal year 2025 to construct data centres capable of handling artificial intelligence workloads. In India, Mukesh Ambani's Reliance Industries Limited (RIL) is planning to construct what could become the world's largest data centre by capacity in Jamnagar.

Zuckerberg Warns of Higher-Than-Expected CapEx at Meta in 2025

Meta Platforms Inc. Chief Executive Officer Mark Zuckerberg said his company will invest between $60 billion and $65 billion in capital expenditures related to artificial intelligence in 2025, well above the figure analysts had been projecting. Zuckerberg announced the spending estimates in a Facebook post on Friday. Investors were expecting capital expenditures of $51.3 billion in 2025, according to Bloomberg-compiled estimates. Shares of Meta fell in premarket trading in New York.

Zuckerberg Looks to Double Meta's GPU Stock to 1.3 Million for AI Training

The AI computing race continues to heat up as Meta CEO Mark Zuckerberg prepares to buy hundreds of thousands of additional GPUs. "We'll end the year with more than 1.3 million GPUs," he wrote in a Facebook post on Friday. The statement suggests Zuckerberg plans on doubling the company's stock of enterprise GPUs, which excel at training ever-larger AI models. A year ago, Meta's CEO said his company was on track to acquire the equivalent of 600,000 Nvidia H100 GPUs by the end of 2024. The goal is to power cutting-edge AI assistants through the company's upcoming Llama 4 model, which will be released later this year to compete with OpenAI's ChatGPT and Google's Gemini. "In 2025, I expect Meta AI will be the leading assistant serving more than 1 billion people [and] Llama 4 will become the leading state of the art model," Zuckerberg said. He also envisions developing an "AI engineer" that'll be smart enough to contribute computer code to Meta's R&D efforts. (The company recently laid off 3,600 employees.) To power the AI programs, Zuckerberg is preparing to build an exceptionally large data center, one so vast it "would cover a significant part of Manhattan," he said. The data center will also use a massive amount of power -- over 2 gigawatts, or 2000 megawatts. In contrast, the US' fastest supercomputer runs on around 30 megawatts of electricity. According to Zuckerberg, the upcoming data center will go online later this year starting with 1 gigawatt of compute power. His company also plans to invest up to $65 billion in capital expenditures this year to build the data center. "This is a massive effort, and over the coming years it will drive our core products and business, unlock historic innovation, and extend American technology leadership," he added. This appears to be Zuckerberg's response to the competition. Elon Musk has been building his own AI supercomputer in Memphis, Tennessee, which already has 200,000 GPUs, but is set to house at least 1 million of them. Earlier this week, Sam Altman also announced Project Stargate, a $500 billion joint effort with Softbank and Oracle to build data centers in the US dedicated to AI development. Earlier this month, Microsoft said it's on track to spend about $80 billion to build out AI-enabled data centers in FY 2025 "to train AI models and deploy AI and cloud-based applications around the world." Last fall, Redmond also signed a deal to restart a nuclear facility on Three Mile Island in Pennsylvania to address the energy demands of generative AI. Next-generation AI data centers will likely need even more power. According to The New York Times, OpenAI envisions building data centers that use 5 gigawatts of electricity, or more than five times a single nuclear power plant can typically generate.

Mark Zuckerberg's $65 Billion Bet 'Benefits' Nvidia And Other AI Players: Top Analyst Warns 'The Run Will End In A Spectacular Bubble Burst' - Alphabet (NASDAQ:GOOG), Amazon.com (NASDAQ:AMZN)

Deepwater Asset Management's Gene Munster says Meta Platform Inc.'s META plans to invest up to $65 billion this year to expand its AI infrastructure will benefit Nvidia Corp. NVDA 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 (AI). 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. Weighing in on the announcement, Munster said Meta's commitment "exceeds Street estimates of $51B." "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. See Also: OpenAI's Sam Altman Flip Flops On Trump After $500 Billion Stargate AI Project, Says 'I Wish I Had Done More Of My Own Thinking' According 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. He also issued a reminder, stating, "I believe the market is going higher and the run will end in a spectacular bubble burst." Why 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 GOOGL GOOG Google, OpenAI, and Amazon.com, Inc. AMZN. This model offers the performance of Meta's largest Llama model, Llama 3.1 405B, but at a reduced cost. Last 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. Meanwhile, 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." Price Action: Meta Platform's stock closed at $647.49 on Friday, down 0.20% for the day, according to Benzinga Pro data. Check out more of Benzinga's Consumer Tech coverage by following this link. Read Next: OpenAI Wrestles With Microsoft Stake Valuation As It Looks To Transition To For-Profit Entity Amid Trump's $500 Billion Stargate AI Project: Report Disclaimer: This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors. Photo courtesy: Shutterstock AMZNAmazon.com Inc$234.60-0.35%Overview Rating:Good62.5%Technicals Analysis1000100Financials Analysis400100WatchlistOverviewGOOGAlphabet Inc$201.751.09%GOOGLAlphabet Inc$200.031.03%METAMeta Platforms Inc$646.201.53%NVDANVIDIA Corp$142.02-3.53%Market News and Data brought to you by Benzinga APIs