Meta pours money into the physical and technical infrastructure needed to scale their AI ambitions. The company said on Wednesday in its second quarter gains reports that it plans to double its expense for building AI infrastructure, such as data centers and servers.
“We are currently waiting for 2025 capital spending, including major financial rent payments, to be between $ 66-72 billion … to about $ 30 billion a year after a year at the midpoint,” Meta said.
This is an aggressive Capex growth, and one that Meta plans to last ahead to 2026. [pursue] Chances to bring additional ability online to meet the needs of [its] Artificial intelligent efforts and business operations. ”
“We expect that developing a major AI infrastructure will be a crucial benefit to developing the best AI models and product experiences, so we expect to crawl our investments significantly in 2026 to support that work,” Susan Li said, Meta CFO, on Wednesday’s earnings from the company.
Meta announced two important AIs “Titan Clusters.” The first is Prometheus in Ohio, which is among the first AI -superclassifs to HyperionA crowd in Louisiana, which Mark Zuckerberg, CEO of Meta, boasted, would have a footprint the size of Manhattan and could scale up to 5 giguats for several years. In addition to these, Meta has several other unnamed Titan-scale groups.
Meta data center projects promise to dip enough energy to operate millions of homes, pulling that electricity from nearby communities. One of the company’s projects in Newton Prefecture, Georgia, already has caused the waterproofs dried up in the homes of some residents.
Meta also noted in its earnings report that it expects its second largest growth driver to be employees’ compensation because the company spends millions, and maybe even billions, for Poach talented AI engineers and researchers to work for the newly formed business unit of Meta, Superintelligence Labs.
Before earnings, Zuckerberg shared his vision for ”Personal superintelligence“The idea that AI must help individual people live their best life, especially through the intelligent glasses and virtual reality headphones of Meta.
Meta’s share rose 10% in afternoons as investors responded to the overall performance of Meta in the fourth and better than expected point of view for the third quarter. Meta reported revenue of $ 47.5 billion in the second quarter, with expectations hitting between $ 47.5 billion and $ 50.5 billion in Q3. Advertising pushed the revenue revenue of Meta, fed by AI tools-as-operated translations and videos-to help advertisers create more significant and intended campaigns.
The segment of the Labs company, however, saw $ 4.5 billion.
