Meta确认：6000亿美元投资计划

Core Viewpoint - Meta plans to invest $600 billion in the U.S. by 2028 for building AI data centers and recruiting talent, amidst scrutiny from the capital markets regarding its massive AI investments [2][5]. Investment Plans - Meta is at the center of the AI investment boom, aiming for "superintelligence" where machines surpass human thinking. The company has announced plans to build or expand data centers in El Paso, Texas; Montgomery, Alabama; and Kansas City, Missouri [5]. - In addition to constructing data centers, Meta is collaborating with utility companies to secure the necessary water and electricity for operations. The company has already added 15 gigawatts of energy to the U.S. grid through direct investments [5]. - Meta aims for a "net positive contribution" of water resources at data center locations by 2030, with the El Paso data center expected to replenish 200% of its water consumption back to the local watershed [5]. Financial Adjustments - Following scrutiny over its AI investments, Meta adjusted its capital expenditure forecast for the current fiscal year to $70-72 billion, up from a previous estimate of $66-72 billion. The company also indicated a significant increase in capital expenditures for the fiscal year 2026 [6]. - The CFO of Meta, Susan Li, noted that employee compensation will be the second-largest factor driving cost increases next year, particularly for new hires in AI [6]. Market Reaction - Following the announcement of the $600 billion investment, Meta's stock price fell from $751 to $600, experiencing a drop of over 2% on the day of the announcement, although it later narrowed to under 1% [8]. Context of the Announcement - The $600 billion figure emerged from a somewhat awkward moment during a dinner hosted by former President Trump, where Zuckerberg, unprepared, mentioned the investment figure, leading to a humorous exchange [10][11][13]. - Zuckerberg later expressed uncertainty about the number he should have disclosed, suggesting that a significantly higher figure was considered but not shared publicly at that time [18].