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META
CNBC
207 days

Zuckerberg sets Meta's AI targets for the year, expects to spend $60 billion on growth

1. Meta plans to invest $60-$65 billion in AI infrastructure for 2025. 2. A large datacenter will help power AI offerings, covering much of Manhattan. 3. Zuckerberg expects a multiyear investment cycle for AI profit realization. 4. Meta aims for its AI assistant to serve over 1 billion users. 5. Company’s revenue is still primarily from digital advertising despite AI investments.

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FAQ

Why Bullish?

Meta's substantial investment in AI may boost future growth potential. Past examples include Amazon's early investments in cloud technology leading to significant market share.

How important is it?

The article discusses Meta's strategic investments directly influencing its future trajectory. Understanding capital expenditure is crucial for assessing Meta's competitive positioning in AI.

Why Long Term?

The full benefits of AI investments typically manifest over several years. Historical context shows that companies like Alphabet took years to gain returns from similar initiatives.

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