Meta Platforms(US:META) 量子位·2026-01-24 05:19Group 1 - Meta is elevating its focus on computing power to an unprecedented strategic level [39] - The company has undergone organizational restructuring, increasing its executive team from 148 to 167 members, with more individuals reporting directly to CEO Mark Zuckerberg [2][8] - The new project "Meta Compute" aims to establish tens of gigawatts of computing infrastructure within this decade, potentially expanding to hundreds of gigawatts [12][39] Group 2 - The leadership of "Meta Compute" includes Santosh Janardhan, a long-time Meta employee, and Daniel Gross, a recent hire with a strong AI background [10][25] - Meta's capital expenditure is projected to soar to $70 billion to $72 billion in 2025, nearly doubling from approximately $39 billion in 2024 [50] - The company has committed to investing over $600 billion in data center expansion in the U.S. by 2028, which supports the ambitious plans of "Meta Compute" [52] Group 3 - Meta is integrating AI chip capabilities by acquiring talent from the startup Rivos, which specializes in high-performance AI acceleration chips [41][47] - The company is also developing new AI models, with the first models expected to be delivered internally and launched in Q1 2026 [55][58]