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

Meta announced plans to dramatically increase its investment in AI infrastructure in 2025, with capital expenditures expected to reach between $66 billion and $72 billion—an increase of about $30 billion compared to the previous year. This spending surge will focus on expanding data centers, servers, and other physical infrastructure to support the company’s AI ambitions. Meta expects this aggressive investment trend to continue into 2026, emphasizing that developing leading AI infrastructure will be a core competitive advantage for building superior AI models and products. Key projects include two major AI superclusters, such as the Prometheus cluster in Ohio, which aims to achieve 1 gigawatt of compute power by 2026. The company’s infrastructure expansion has raised concerns locally, with some projects, like the one in Newton County, Georgia, reportedly causing water shortages for residents due to high resource consumption. Additionally, Meta is investing heavily in talent acquisition, particularly for its new Superintelligence Labs unit, which focuses on AI research and development. CEO