Meta Platforms(US:META) 财联社·2025-09-25 02:08Core Viewpoint - The article discusses Meta's significant investment in artificial intelligence (AI) and the associated risks of potential market bubbles, emphasizing the importance of being proactive in AI development to avoid falling behind competitors [1][2][3]. Investment Commitment - Meta plans to invest at least $600 billion in data centers and infrastructure in the U.S. by 2028, which includes all data center construction and operational support for its U.S. business [3]. - This investment is made amidst rising concerns about an AI bubble, drawing parallels to the 2000 internet bubble [3]. Risk Assessment - Mark Zuckerberg acknowledges the possibility of an AI bubble but believes that the greater risk for Meta lies in hesitance to invest aggressively in AI [2][4]. - He argues that if a company develops too slowly and superintelligent AI arrives sooner than expected, it could be at a significant disadvantage in terms of innovation and value creation [2]. Comparison with Other Companies - Zuckerberg contrasts Meta's financial stability with that of private AI companies like OpenAI and Anthropic, which rely on fundraising to cover their substantial computing costs [4]. - He reassures investors that Meta does not face bankruptcy risks, unlike some private companies that may struggle to secure funding in a downturn [4][5].