Core Points - Meta is committing over $600 billion to the US by 2028 to support AI technology, infrastructure, and workforce expansion [1][2] - The investment includes all data center infrastructure plans and investments supporting US business operations, including personnel hiring [1] - Meta aims to develop AI data center designs that reduce water use and achieve "water positive" status by 2030 [2] Investment Details - The $600 billion investment was initially mentioned by Zuckerberg during a dinner with Trump and other AI leaders [1] - Meta's CFO clarified that the figure represents the total investment plans from this year through 2028 [1] - The company has increased its capital expenditure, primarily focused on AI data centers and infrastructure, with expectations of reaching new heights in the coming year [8] Economic Impact - Meta's data center initiatives have supported 30,000 skilled trade jobs and 5,000 operational jobs since 2010 [7] - The company is currently generating over $20 billion in business for subcontractors across the US, benefiting various trades [7] - By building in the US, Meta aims to advance AI technology, create jobs, support local economies, and reinforce America's technological leadership [3] Strategic Perspective - Zuckerberg believes the risk of overbuilding AI infrastructure is justified to avoid falling behind in the race for superintelligence [9] - In a worst-case scenario, Meta would have pre-built capacity for a couple of years, incurring some depreciation costs before growing into the extra capacity [9]
Meta details $600 billion US investment pledge that led to a hot-mic moment between Zuckerberg and Trump