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Meta plans $65 billion investment in AI infrastructure to reach over billion users by 2025

Zuckerberg declared 2025 "a defining year for AI," emphasizing its role in driving core business
Meta plans $65 billion investment in AI infrastructure to reach over billion users by 2025
The data center will power AI projects, including Llama 4, anticipated to be a leading model

CEO Mark Zuckerberg announced that Meta Platforms (META.O) plans to invest as much as $65 billion in 2025 to expand its artificial intelligence (AI) infrastructure. This substantial investment aims to boost Meta’s AI capabilities and strengthen its competitive position against rivals such as OpenAI and Google in the rapidly evolving AI market.

A defining year for AI

In a Facebook post, Zuckerberg called 2025 “a defining year for AI,” stating that its AI initiatives would drive its core products and business in the coming years. “This is a massive effort,” Zuckerberg said, emphasizing that the expansion would unlock historic innovation and play a key role in maintaining U.S. leadership in technology. Meta plans to significantly ramp up hiring in AI roles as part of its broader investment strategy. The company will also build a massive 2-gigawatt data center, which would be large enough to cover a significant portion of Manhattan. This data center will support the vast computational needs of the company’s AI projects, including running models like Llama 4, which Zuckerberg expects to become a leading state-of-the-art AI model.

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Meta plans to ramp up computing power

The company also aims to bring online approximately 1 gigawatt of computing power in 2025 and end the year with over 1.3 million graphics processing units (GPUs), a key component for powering AI workloads. Meta has been one of the largest buyers of GPUs from Nvidia (NVDA.O), whose chips are critical for running advanced AI models. Zuckerberg’s post further highlighted the company’s ambitious roadmap for AI. By 2025, Meta expects its AI systems to serve more than a billion people globally. Additionally, the company plans to develop an AI engineer capable of contributing significant amounts of code to its research and development efforts. “This will be a defining year for AI,” Zuckerberg wrote, underscoring the broader importance of AI in shaping the company’s future. “We have the capital to continue investing in the years ahead.”

A broader trend in AI investment

The company’s investment comes just days after U.S. President Donald Trump announced a joint venture called Stargate between OpenAI, SoftBank (9984.T), and Oracle (ORCL.N), which plans to invest $500 billion in AI infrastructure across the U.S.. Meta’s $60-$65 billion investment aligns with the broader trend of major tech companies pouring resources into AI, a sector that has gained immense traction following the success of OpenAI’s ChatGPT. Zuckerberg ended his post with a rallying call: “Let’s go build.”

New option to add WhatsApp to Accounts Center

Meta is set to enhance user experience by integrating WhatsApp into its Accounts Center, with a global rollout planned over the next few months. This integration allows users to share status updates seamlessly across Instagram and Facebook. Users will also benefit from a “Single Sign-On” feature, enabling them to access multiple apps using their Facebook login.

Importantly, linking WhatsApp to the Accounts Center is optional, ensuring users retain control over their privacy. If users choose to connect their accounts, Meta will use WhatsApp data to personalize services and ads, but assures that personal data will not be accessed by other apps in the ecosystem unless necessary for safety or optional features. Furthermore, the integration does not compromise WhatsApp’s end-to-end encryption.

Looking ahead, Meta aims to enhance the Accounts Center with features like Meta AI stickers and AI-generated avatars, reinforcing its commitment to user personalization and interaction.

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