As Mark Zuckerberg Unveils Meta Compute, Should You Buy, Sell, or Hold META Stock?

Mark Zuckerberg has just unveiled Meta Compute, a sweeping effort to wire Meta Platforms' (META) future into massive AI infrastructure, purpose-built data centers, and dedicated energy capacity. The plan channels serious capital into compute power that can support more advanced AI products across Facebook, Instagram, WhatsApp, and beyond, signaling that AI infrastructure is now central to Meta’s long-term strategy.

Recent research helps explain why this push is happening now. Gartner expects worldwide IT spending to grow 9.8% in 2026 and exceed $6 trillion for the first time, with a growing slice tied to AI-oriented workloads and cloud infrastructure. In parallel, the data center solutions market is projected to grow at a 19.7% compound annual growth rate (CAGR) from 2025 to 2030, from roughly $448.95 billion to about $1.11 trillion, showing how rapidly compute-hungry infrastructure is scaling.