Meta Platforms(US:META) Ju Chao Zi Xun·2025-11-17 12:35Core Insights - Meta's Chief Marketing Officer Alex Schultz stated that no executive would affirm the question of whether the company is over-investing in AI [1] - Schultz compared the current AI boom to historical bubbles, suggesting that it is not excessively out of line when measured by industry market capitalization or revenue share [1] - CEO Mark Zuckerberg has committed to investing heavily in AI infrastructure, believing that over-investing is preferable to under-investing [1] Investment Plans - Meta plans to invest $600 billion in the U.S. by 2028, with a significant portion allocated to chips, data centers, and other equipment [1] - The company is constructing gigawatt-scale data centers in several states, including Ohio, Texas, and Louisiana [1]