This will be a defining year for AI,
We're planning to invest $60-65B in capex [capital expenditures] this year while also growing our AI teams significantly, and we have the capital to continue investing in the years ahead,
The United States is poised to stand at the forefront of this new technology wave, especially if it doubles down on its strengths and effectively partners internationally,
To power this, Meta is building a 2GW+ data center that is so large it would cover a significant part of Manhattan. We'll bring online ~1GW of compute in '25 and we'll end the year with more than 1.3 million GPUs,
Meta's sharp increase in 2025 capital spending to as much as $65 billion, rising well above last year's and consensus, may be its best use of capital, driving future growth and positioning itself as a leader in AI capabilities,
I think that there's a meaningful chance that a lot of the companies are over-building now, and that you'll look back and you're like, 'oh, we maybe all spent some number of billions of dollars more than we had to,
This will be a defining year for AI. In 2025, I expect Meta AI will be the leading assistant serving more than 1 billion people, Llama 4 will become the leading state of the art model, and we’ll build an AI engineer that will start contributing increasing amounts of code to our R&D efforts,
This is a massive effort, and over the coming years it will drive our core products and business, unlock historic innovation, and extend American technology leadership,