Meta Platforms announced plans to significantly boost capital expenditures to $60–$65 billion in 2025, a sharp increase from the estimated $38–$40 billion in 2024.
The announcement sent Meta's stock to an all-time high of $647.49 on Friday, marking a 1.7% increase. Over the past 12 months, Meta's shares have surged nearly 65%, reports Investopedia.
Mark Zuckerberg's Vision for AI in 2025
Meta CEO Mark Zuckerberg described 2025 as a “defining year for AI” in a Friday Facebook post. The company aims to construct an AI data centre so large it would rival a significant part of Manhattan.
Once operational, the centre will bring 1 gigawatt of computing power online in 2025, with an anticipated 1.3 million GPU chips by year-end. Zuckerberg also highlighted plans to scale Meta AI to serve over 1 billion users using its Llama 4 large language model. The development of Llama 4 is already underway, with smaller iterations set for release early this year.
Meta's announcement comes on the heels of Stargate, a $500 billion AI project introduced by former President Donald Trump earlier this week. The Stargate initiative has already spurred excitement across AI and related industries, with stocks in nuclear energy and artificial intelligence seeing sharp gains.
Meta's Llama 4 vs. Industry Trends
According to analysts at JPMorgan, Meta’s Llama 4 will accelerate its AI functionality and likely mirror some features of OpenAI’s recently launched Operator AI agent. Meta's substantial investments signal its determination to establish itself as a leader in the competitive AI landscape, especially in large-scale language model applications.
Meta's aggressive push into AI, coupled with its groundbreaking investments, sets the stage for 2025 as a pivotal year for both the company and the industry. By building state-of-the-art infrastructure and rolling out cutting-edge AI solutions, Meta is poised to reshape the AI ecosystem and cement its leadership in this transformative field.
Recently we wrote, that Hewlett Packard Enterprise Co. (HPE) has secured a deal exceeding $1 billion to supply Elon Musk’s X, the social network formerly known as Twitter, with servers tailored for artificial intelligence (AI) workloads.