Meta to spend up to $72B on AI infrastructure in 2025 as compute arms race escalates

Meta, the parent company of Facebook, is planning to significantly increase its investments in AI infrastructure over the next few years. According to the company's recent earnings report, it expects its capital expenditures, including payments on finance leases, to be in the range of $66-72 billion by 2025. This represents an approximately $30 billion year-over-year increase at the midpoint. The increased investment is aimed at scaling Meta's AI ambitions, as the company seeks to bolster its physical and technical infrastructure to support its growing AI initiatives. This move comes amid an ongoing "compute arms race" in the tech industry, as companies compete to build the necessary infrastructure to power their AI capabilities. By prioritizing this investment, Meta is demonstrating its commitment to staying at the forefront of AI technology and maintaining its competitive edge in the rapidly evolving digital landscape.