Meta throws unprecedented sums in artificial intelligence, with a capital expenditure plan that opens the way to what could be the largest infrastructure construction in the history of technology.
In its report on the second quarter results published on Wednesday, the company revealed plans to spend between $ 66 billion and $ 72 billion in 2025 for data centers, calculation clusters and technical infrastructure – an amazing increase of almost $ 30 billion from one year to the middle.
The social media giant not only doubled – he is preparing for a multi -year escalation. The financial director Susan Li confirmed during the call of the winnings that 2026 will see an even more aggressive increase while Meta pushes to dominate the border of the AI.
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“We expect the development of the main infrastructure of AI to be an essential advantage in the development of the best models of AI and the best products of products,” said Li. “So we expect to considerably increase our investments in 2026 to support this work.”
Meta’s strategy depends on scale and speed. The company pours capital in what it calls “Titan clusters” – the new generation AI calculation facilities that compete with the scale of national electrical networks.
The first cluster of this type, Prometheus, located in Ohio, is expected to reach 1 gigawatt of calculation power by 2026 – enough to support several models of large scale AI simultaneously. Hyperion, the second, will increase in Louisiana and could possibly evolve up to 5 gigawatts, with a terrestrial imprint comparable to Manhattan, according to CEO Mark Zuckerberg. Several other Titan’s scale projects are underway.
Energy and resources problems rise
But Meta’s ambitions increase red flags in communities where these clusters are under construction. In the county of Newton, in Georgia, where one of the new Meta data centers projects is under construction, residents have reported dry water taps – a symptom of the immense stress placed on local infrastructure. Energy consumption is another flash point. A single gigawatt can feed around 750,000 houses, and Meta plans several clusters of this magnitude.
Critics claim that Meta’s expansion reflects a seizure of resources focused on Silicon Valley, that which prioritizes the data and calculates on sustainability and equity.
While Meta said he explored external funding models to co-develop some of these data centers, Li admitted that there was not yet “finalized”. However, she noted that the company sees “an important interest in financial partners” and believes that shared development models could offer flexibility in the event that infrastructure infrastructure needs change in the future.
Ai talent war and superintelligence labs
In tandem with infrastructure, Meta Sumptuous expenditure on AI talents, appointing the remuneration of employees as its second largest growth engine. Its recently unveiled laboratory unit, recently unveiled attracts engineers and researchers with premium packages which, according to the initiates, push the industry’s remuneration ceiling.
Zuckerberg threw the effort as a construction towards “personal superintendent” – AI models that interact with people via smart glasses, VR helmets and other portable devices, in order to help them “live their best life”.
But these ambitions are not without cost. Meta’s Reality Labs, the division responsible for his metal and virtual reality work, reported a loss of $ 4.5 billion in the second quarter – a reminder that, although the company’s future bets can excite Wall Street, they bleed for money for the moment.
Stock overvoltage and quarter optimism
Investors raised the shoulders of the loss of reality laboratories. Meta’s shares have jumped more than 10% of trade after opening hours, raised from $ 47.5 billion in revenue in the second quarter and a bullish perspective for the third quarter, where Meta expects $ 47.5 billion to $ 50.5 billion in income. Advertising, once again, was the engine, largely thanks to the advertising tools fueled by Meta AI, which help marketing specialists to automatically generate content and better target audience.
The AI has been infiltrated into each layer of the META commercial model – from user -oriented products to AD infrastructure – but now, the company clearly indicates that computing power is the next battlefield. Meta believes that the company that has the most servers, data centers and models will shape the future not only of advertising, but entertainment, communication and knowledge.
With her $ 72 billion moonshot, Meta bets that it will be this.
