Zuckerberg Says Meta to Spend Over $60 Billion As It Doubles Down on AI

• Mark Zuckerberg says Meta plans to spend one other $60 billion in 2025 because it doubles down on AI.
• Zuckerberg mentioned the corporate’s information middle in Louisiana shall be close to the scale of Manhattan.
• Silicon Valley is nervous after DeepSeek, a Chinese language newcomer, not too long ago revealed its new AI mannequin.

Mark Zuckerberg warned traders in October that Meta deliberate to spend greater than ever as the corporate leaned into the AI race.

Now, they know simply how a lot.

Zuckerberg mentioned in a Friday social media put up that 2025 shall be a “defining yr for AI” and introduced plans for $60 billion to $65 billion in extra capital funding for the yr.

In a put up on Threads, Zuckerberg additionally touted the corporate’s plans for its 2 GW information middle in Louisiana, which he mentioned can be “so giant it could cowl a major a part of Manhattan.”

He additionally predicted that Meta AI would grow to be “the main assistant,” serving over 1 billion customers.

“We’ll deliver on-line ~1GW of compute in ’25 and we’ll finish the yr with greater than 1.3 million GPUs,” he mentioned. “We’re planning to take a position $60-65B in capex this yr whereas additionally rising our AI groups considerably, and we have now the capital to proceed investing within the years forward.”

Meta’s inventory dipped Friday morning after Zuckerberg’s announcement, nevertheless it shortly recovered.

In its Q3 earnings name, Meta mentioned it anticipated “important capital expenditures development in 2025” as Zuckerberg defined that he is blissful to maintain up heavy spending on AI.

AI had “a constructive influence on practically all facets of our work,” he mentioned on the time, noting that he noticed “loads of new alternatives to make use of new AI advances to speed up our core enterprise.”

Zuckerberg’s announcement got here as Silicon Valley processes information that DeepSeek, a Chinese language firm, has developed an open-source AI mannequin that outperformed some Meta, OpenAI, and Anthropic fashions in third-party benchmarks.

AI and China was a significant subject of dialog at this week’s World Financial Discussion board in Davos, Switzerland.

“We must always take the developments out of China very, very critically,” mentioned Satya Nadella, the CEO of Microsoft, which is OpenAI’s largest investor.