Mark Zuckerberg announced that Meta plans to invest $65 billion in AI infrastructure in 2025 to compete with OpenAI and Google.
“2025 will be a decisive year for AI. This is a massive effort that will drive our core products and businesses for years to come,” Zuckerberg said on January 24.
This investment marks a significant increase from the $38–40 billion spent by Meta on AI in 2024. Most of the funds will be allocated to building and expanding data centers to provide the computational power needed to run Meta’s AI products and algorithms on Facebook, Instagram, and WhatsApp.
Key Projects and Goals
Meta plans to build a 2 GW data center in Louisiana, USA. Zuckerberg first mentioned this project in December 2024 during the launch of Llama 3.3, highlighting that the facility will support the development of future Llama versions.
Other key goals for 2025 include:
- Acquiring 1.3 million AI GPUs.
- Deploying computational capacity of around 1 GW.
- Developing Llama 4, aiming to make it a “leading advanced model.”
“Meta’s announcement can be seen as a response to the Stargate project, reminding investors of the company’s leadership in AI,” analysts at RBC Capital Markets noted.
Competitive Landscape
On January 21, U.S. President Donald Trump announced a $500 billion Stargate joint venture between OpenAI, SoftBank Group, and Oracle to build AI infrastructure across the country. Additionally, the White House issued an executive order to accelerate AI innovation in the U.S., aiming to remove policies that hinder AI development.
Major U.S. tech companies have also pledged significant investments in AI infrastructure:
- Microsoft plans to spend $80 billion in fiscal year 2025 to develop data centers.
- Amazon announced higher capital expenditures for 2025, surpassing the $75 billion estimated for 2024.
