Meta CEO Mark Zuckerberg unveiled ambitious plans to accelerate the company's artificial intelligence capabilities in 2025, announcing a massive $60-65 billion investment in AI infrastructure. This represents a substantial increase from Meta's $38-40 billion spending in 2024.
In a Facebook post, Zuckerberg outlined several major initiatives, including the construction of a massive new data center that would reportedly cover an area comparable to a large portion of Manhattan. The facility, rated at over 2 gigawatts, will serve as a cornerstone for Meta's expanding AI operations.
A key component of Meta's strategy involves developing an "AI engineer" system capable of contributing to the company's coding efforts. Zuckerberg believes this AI system could perform tasks equivalent to a mid-level engineer by 2025, though he acknowledges initial high operational costs.
The company aims to acquire more than 1.3 million GPUs by year-end, positioning itself strongly in the ongoing competition among tech giants for these scarce but essential AI computing components.
This announcement follows OpenAI's recent unveiling of its $500 billion Stargate Project, highlighting the intensifying race in AI development among tech companies.
The market responded cautiously to the news, with Meta's stock showing slight downward movement in premarket trading. The company's shares, which had reached a record high of $636.45, experienced a modest decline following the announcement.
Zuckerberg emphasized his vision for Meta AI becoming "the leading assistant serving more than 1 billion people." He expressed confidence that these investments would strengthen Meta's core products while advancing American technology leadership in the AI sector.
The development raises questions about the future of human coding jobs, particularly for entry-level positions, as major tech companies increasingly integrate AI-generated code into their operations. Google has already reported that AI generates over 25% of its new code, with human engineers providing oversight.