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

Core Viewpoint - Meta Platforms plans to invest between $60 billion and $65 billion in AI infrastructure this year, indicating a significant commitment to advancing its AI capabilities and services [1][6]. Investment Plans - The planned investment marks a substantial increase from the estimated capital spending of $38 billion to $40 billion for the previous year [6]. - Meta will construct a data center exceeding 2 gigawatts, which is large enough to serve a significant portion of Manhattan [1][3]. AI Development Goals - CEO Mark Zuckerberg anticipates that Meta's AI assistant will reach over 1 billion users by 2025, with the open-source Llama 4 expected to become a leading model in the industry [3]. - The company aims to enhance its AI capabilities by developing an AI engineer that will contribute to research and design efforts [7]. Industry Context - Major technology firms are investing heavily in AI infrastructure, spurred by the success of OpenAI's ChatGPT, with investments from companies like Microsoft and Amazon also reaching tens of billions [4][5]. - President Trump announced a venture called Stargate, involving OpenAI, SoftBank Group, and Oracle, which will invest $500 billion in AI infrastructure across the United States [4][6].