Meta Plans to Spend as A lot as $65B in ‘Defining 12 months for AI’ Says Zuckerberg

Meta Platforms (META) CEO Mark Zuckerberg stated the corporate plans to speculate $60 billion to $65 billion in capital expenditures this 12 months, up from an estimated $38 billion to $40 billion in 2024, because the tech large expands its synthetic intelligence efforts.

Meta’s inventory value rose 1.7% Friday to shut at an all-time excessive of $647.49 following the announcement, topping a file set only a day earlier. The shares have gained near 65% over the previous 12 months.

Zuckerberg stated 2025 “will likely be a defining 12 months for AI,” in a Fb submit on Friday, outlining Meta’s intentions to construct an AI information middle “so massive it could cowl a big a part of Manhattan.” Meta expects the info middle to deliver on-line 1 gigawatt of computing energy in 2025, and to finish the 12 months with greater than 1.3 million GPU chips.

The CEO’s announcement comes simply days after that of Stargate, the $500 billion AI challenge President Donald Trump introduced Tuesday, which drove a number of associated AI and nuclear power shares larger. 

Zuckerberg additionally stated he expects Meta AI to serve greater than 1 billion folks, powered by its Llama 4 massive language mannequin. In October, Zuckerberg stated Llama 4 was “properly into its growth,” with smaller fashions set for launch someday early this 12 months.

Analysts at JPMorgan instructed shoppers Friday they imagine Meta AI performance will ramp up with Llama 4 this 12 months, with some options just like OpenAI’s Operator AI agent launched Thursday.