- After $ 500 billion Project Stargate -Launching Meta also dollars dollars
- Metas 65 billion dollars are lower than Microsoft’s engagement of $ 80 billion
- AWS is ready to spend more than $ 75 billion while Google has not yet said how much it will use
If you have a few hundred billion dollars burning a hole in your pocket, you are probably considering using it on an AI Data Center or two. US President Donald Trump recently announced Openai, Softbank, and Oracle would launch a new AI infrastructure business called Project Stargate and invest $ 500 billion over four years throughout the United States. Openai noted that $ 100 billion would be made available “immediately.”
Elon Musk, no stranger to build AI data centers and perhaps a little muted to be left out, claimed that Project Stargate doesn’t actually have the money, saying: “Softbank has well under $ 10 billion secured.”
As it unfolded, Meta CEO Mark Zuckerberg issued a message on Facebook, which revealed that the company “is building a 2GW+ data center so large that it would cover a significant part of Manhattan,” while also outlined other AI plans.
A crucial year for AI
Zuckerberg’s full post reads: “This will be a defining year for AI. By 2025, I expect Meta Ai to be the leading assistant serving more than 1 billion people. Llama 4 will be the leading advanced model, and we build an AI engineer that will start contributing increasing amounts of code to our R&D efforts. To operate this, Meta builds a 2GW+ data center, so large that it would cover a significant part of Manhattan. We bring online ~ 1GW Compute in ’25 and end the year with more than 1.3 million GPUs. We are planning to invest $ 60-65 billion in CAPEX this year, while we are also growing our AI teams significantly and we have capital to continue investing in the coming years. This is a massive effort, and over the coming years it will run our core products and business, unlock historical innovation and expand US technology management. Let’s go up! “
$ 65 billion on capital costs is certainly not nothing, but it bleached in comparison to the $ 80 billion Microsoft plans to invest in the 2025 or $ 75 billion plus AWS financial year is intended to spend this year. We don’t know how much Google will pump into the AI infrastructure, but it will be a similar figure.
That said, Meta’s investment is higher than most would have expected. Pakinomist Points out: “The $ 60 billion for $ 65 billion capital costs outlined for 2025 would mark a significant jump from the company’s estimated $ 38 billion expenses to $ 40 billion last year. It is also over analysts’ estimates of $ 50.25 billion for 2025, according to LSEG data. “
