Reuters reports that Meta plans to invest between $60 billion and $65 billion in 2025 to enhance its artificial intelligence (AI) and other infrastructure. This marks a significant leap from its estimated $38 billion—$40 billion spending in 2024, citing Mark Zuckerberg's post on Facebook. The company aims to solidify its competitive position in the AI industry against rivals like Google, Microsoft, and Open AI. However, $65 billion is slightly smaller than Microsoft's $80 billion.
The report says that Meta will construct a 2GW data center using some 1.3 million Nvidia [presumably H100] GPUs as part of the plan. The spending probably includes the company's custom data center-grade processors, too. Yet, we are speculating here.
