Meta Platforms(US:META) 3 6 Ke·2025-07-15 10:10Core Insights - Meta is investing over $100 billion in building "gigawatt-scale" data centers to support its superintelligence research initiatives [2][6] - The first data center, named "Prometheus," is being constructed in Ohio and is expected to be operational by 2026 [6] - Meta's revenue primarily comes from its advertising business across platforms like Facebook, Instagram, WhatsApp, and Messenger, which will provide stable cash flow for AI infrastructure investments [7] Investment and Infrastructure - Meta plans to spend "hundreds of billions" on computing infrastructure, with annual capital expenditures potentially reaching $72 billion, mainly for AI model training and deployment [7] - The demand for chips, electricity, and data centers is surging due to the rapid development of AI models, with a gigawatt-scale data center consuming as much electricity as approximately 900,000 American households annually [7] Strategic Shift in AI Development - Meta's newly established "Superintelligence Labs" is considering a strategic shift from open-source to closed-source AI model development, moving away from its previously strong open-source model "Behemoth" [9][10] - This potential shift indicates a significant change in Meta's approach to AI, as it may adopt a "open-source + closed-source" model to compete more effectively with companies like Google and OpenAI [9] Talent Acquisition and Team Structure - Meta is aggressively recruiting top AI talent, offering salaries that can reach nine figures, including a $200 million signing bonus for a senior AI executive from Apple [10][12] - The AI department has been restructured into the "Meta Superintelligence Labs," led by newly appointed Chief AI Officer Wang Tao, who is building a team of elite researchers [12] Future Outlook - Meta aims to create a "superintelligent" system that theoretically surpasses human intelligence across multiple tasks, with significant investments in talent and infrastructure to achieve this goal [10][12] - The internal restructuring and recruitment efforts may lead to talent attrition, particularly among those not selected for the new superintelligence team [12]