- After the launch of the $ 500 billion Stargate project, Meta is also released dollars
- Meta’s $ 65 billion is lower than $ 80 billion in Microsoft
- AWS should spend more than $ 75 billion when Google has not yet said how much it will spend
If you have a few hundred billion dollars by burning a hole in your pocket, you are probably planning to spend them on an AI or two data center. President Donald Trump recently announced that Openai, Softbank and Oracle would launch a new AI infrastructure company called Project Stargate, investing $ 500 billion over four years across the United States. Openai noted that $ 100 billion would be made available “immediately”.
Elon Musk, no stranger to the construction of AI data centers and perhaps a little upset about being left out, said that the Stargate project does not really have the money, declaring: ” SoftBank has much less than $ 10 billion. ”
While this was happening, the meta-PDG Mark Zuckerberg made an announcement on Facebook, revealing that the company “built a 2GW + data center so large that it would cover an important part of Manhattan”, while describing others IA plans.
A decisive year for AI
Zuckerberg’s complete post reads as follows: “It will be a decisive year for AI. In 2025, I expect Meta ai to be the main assistant, serving more than a billion people. Llama 4 will become the main peak model, and we will build an IA engineer who will begin to contribute more and more code to our R&D efforts. To feed this, Meta builds a 2GW + data center so large that it would cover an important part of Manhattan. We will bring online ~ 1 GW of calculation in 2000 and finish the year with more than 1.3 million GPUs. We plan to invest 60 to 65 billion dollars in CAPEX this year while considerably increasing our AI teams, and we have the capital to continue investing in the years to come. This is a massive effort, and in the years to come, it will stimulate our basic products and our business, will unlock historical innovation and will extend American technological leadership. Come on to build!
65 billion dollars on capital spending is certainly not nothing, but it turns out to the $ 80 billion that Microsoft plans to invest in the year 2025 or the $ 75 billion AWS intend to spend this year. We do not know how much Google will pump in IA infrastructure, but it will be a similar figure.
That said, Meta’s investment is higher than most expectations. PK Press Club Underlines: “Capital spending of 60 billion at $ 65 billion described for 2025 would mark a significant leap in relation to the estimated expenses of the company from $ 38 billion to $ 40 billion last year. It is also greater than the estimates of analysts of $ 50.25 billion for 2025, according to LSEG data. »»
