Meta CapEx Plan Is A Panick Mode

Tech people can be easily impressed.

Indeed, Zuck’s PR transition has tried to make him look something else.

But the truth is Meta is probably undergoing one of the hardest transitions in his history.

I do believe Zuckerberg will be able to pull this off. However, right now, the whole thing is more panicked than else:

Source: Reddit

Meta is significantly boosting AI and data center investments, planning to allocate $60–$65 billion in 2025, marking a 70% increase from 2024. This bold move focuses on AI innovation, including tools for developers, advanced AI chatbots, and an AI engineer capable of writing code.

Central to this expansion is constructing a massive data center in Louisiana, comparable in size to parts of Manhattan, with plans to bring 1 gigawatt of computing power online by 2025.

By year-end, Meta aims to deploy over 1.3 million GPUs, which is critical for training sophisticated AI models.

This strategy positions Meta in direct competition with tech giants like Microsoft, Amazon, and Google in a multi-billion-dollar AI race, further accelerated by the Stargate project and U.S. government support for AI leadership.

Amid this expansion, Meta targets a 17% revenue growth, buoying investor optimism as it doubles down on AI-driven innovation and infrastructure expansion.

Like other players undergoing a similar transition (Google, Microsoft, Salesforce), Meta will undergo a defend-attack tactic before that can turn into a transform-create strategy.

Yet, as of now, Meta is primarily in defense mode, even though it has been trying to sell its move to the market as a “create” strategy!

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