Meta Platforms is preparing to invest between $ 60 billion and $ 65 billion this year to extend its artificial intelligence infrastructure (IA), CEO Mark Zuckerberg announced on Friday.
This marks a sharp increase compared to the estimated $ 38 billion at $ 40 billion that the company spent in 2024, because Meta aims to consolidate its position in the AI race against competitors like Openai and Google.
Zuckerberg described 2025 as “a decisive year for AI” in an article on Facebook, revealing that Meta’s plans to build a database so vast covered an important part of Manhattan. The installation, which should bring 1 gigawatt to calculate online power in 2025, will also house more than 1.3 million GPU chips by the end of the year, further reinforcing the capabilities of the Meta AI .
Fruits hit high record
After the announcement, Meta’s shares jumped 1.7% to close to a record of $ 647.49, exceeding a set up a day earlier. The actions of the company have increased by almost 65% in the last 12 months, reflecting the confidence of investors in its AI strategy.
The moment of the announcement coincided with the unveiling of Stargate, an AI initiative of $ 500 billion launched earlier this week by US President Donald Trump. The project, which includes Openai, SoftBank and Oracle as a partners, has increased the challenges of the AI global race, stimulating Meta to respond with an aggressive investment strategy.
The AI ambitions occupy the front of the stage
Meta’s plans are focused on its large Llama 4 model, which Zuckerberg plans to serve more than a billion users by the end of the year. Smaller models are planned for release at the beginning of 2025, analysts predicting a significant increase in functionality.
The company also expands its workforce to include more AI specialists, maintaining its status of one of the largest bumuses of highly sought after Nvidia ia. Investment in human capital and equipment highlights META’s commitment to direct the development of AI technologies.
Competition on an industry scale
Meta’s announcement follows similar movements by industry competitors. Microsoft engaged $ 80 billion in the development of the data center during the 2025 financial year, while Amazon plans to spend more than $ 75 billion, exceeding its investments of 2024.
Large technological companies have paid billions into AI infrastructure after the Funuct success of the Openai Chatppt. Meta was differentiated with an open-source approach, offering its LLAMA AI models for free consumers and businesses.
Zuckerberg’s last announcement positions Meta as a serious competitor in AI race, analysts renting the company’s proactive approach. “Zuckerberg reports to the market that he does not want to be second in the AI race,” said Gil Luria, analyst at DA Davidson.
