Meta to spend up to $72B on AI infrastructure in 2025 as compute arms race escalates

Meta is money in the physical and technical infrastructure needed to scale her AI ambitions. The company said on Wednesday that it was planned to double the cost of creating AI infrastructure like data centers and servers, like the data centers and servers.

“We currently have to pay for the finance lease, with the original payment of the finance lease, the capital expenditure of 2021 should be MID 66-72 billion dollars … for over $ 30 billion in midpoint for more than $ 30 billion years,” Meta said.

This is an aggressive capb growth, and Meta is planned to continue on 2026. The agency says that the company is “aggressively continues to spend the next year spending on the AI infrastructure that it expects a large growth in the same way [pursue] The opportunity to bring additional power online to meet its demand [its] Artificial intelligence attempts and business activities. “

“We hope that developing the top AI infrastructure will be one of the best AI models and product experience development, so we hope to ramp in our investment significantly in 2026 to support that task,” Meta CFO Susan Lee said on Wednesday.

Meta has announced two big AI “Titan Cluster”. The first is Ohio Prometheus, which is one of the first AI Superclasters to hit 1 gigawatt of 1 gigawatt power when returning online in 2026. HyperionA bunch of Louisiana that Meta CEO Mark Zuckerberg has earned the pride of Manhattan will have a footprint and can scale up to 5 GHz for several years. At the top, several other nameless titan-scale clusters are running in Meta.

Meta’s Data Center projects promise to soak adequate energy for millions of homes to pull that electricity from the nearest communities. A project of the company already has a project in Newton County, Georgia Due to the drying of water taps in some resident homeThe

Meta also mentions in his earning report that it hopes that its second largest growth will be employee compensation because the company spends millions of dollars and probably billions of talented AI engineers and researchers spend on the newly formed business units, superjections labs.

Before earning, Zuckerberg shared his outlook. “Personal supergence“This is the idea that AI will help separate people to live their best, mainly through Meta’s smart glasses and virtual reality headset.

Meta’s overall performance in quarters and a better attitude than expected for the third quarter, the Meta’s stock has increased by 10% later. Meta said the second quarter earned $ 47.5 billion dollars, which expected Q3 between 47.5 billion and $ 50.5 billion. Advertisements advertise the earnings of Meta powered by AI-driven translations and video generations to help advertisers make more meaningful and target promoting.

The company’s Reality Labs Department, however, damaged $ 1.5 billion.