Meta Platforms(US:META) 券商中国·2025-11-08 08:51Core Viewpoint - Meta plans to invest $600 billion in the U.S. by 2028 to build artificial intelligence data centers and recruit talent, aiming to achieve "super intelligence" [2][3][5] Investment Plans - Meta's investment includes $15 billion for a data center in Texas, marking its 29th facility globally, and a $27 billion financing agreement with Blue Owl Capital for a Louisiana data center, the largest project to date [3] - The company is also expanding data centers in Alabama and Missouri, indicating a significant commitment to AI infrastructure [3] Energy and Resource Management - Meta is collaborating with utility companies to secure water and electricity for its data centers, having added 15 gigawatts of energy to the U.S. grid through direct investments [4] - The company aims for a "net positive contribution" to local water resources by 2030, with specific plans for its El Paso data center to replenish 200% of its water consumption [4] Financial Outlook - Due to increased investments in AI, Meta anticipates a significant rise in capital expenditures, adjusting its forecast for the current fiscal year to $70-72 billion from a previous estimate of $66-72 billion [4] - CEO Mark Zuckerberg emphasized the importance of building computational capacity to prepare for optimistic scenarios in AI development [4] Stock Performance Context - Prior to the investment announcement, Meta's stock had fallen over 11% due to disappointing earnings, with Q3 revenue at $51.24 billion, a 26% year-over-year increase, but net profit down 83% to $2.709 billion [6] - The decline was attributed to a one-time non-cash tax expense of $15.93 billion related to the "One Big Beautiful Bill Act" [6][7]