In his Fb publish this week, Zuckerberg wrote that Meta can even “considerably” develop out its AI groups and can construct an “AI engineer” AI agent that may contribute code to Meta’s R&D efforts. Deliberate investments for this yr already characterize a 50% enhance over the corporate’s 2024 spending, and Zuckerberg famous, “we’ve the capital to proceed investing within the years forward.”
His announcement comes simply 4 days after OpenAI dropped its “Stargate Challenge” bombshell, and 4 days earlier than Meta’s deliberate fourth-quarter monetary reporting on Jan. 29. It additionally follows on the heels of US President Donald Trump’s controversial govt order on AI that particularly revokes earlier administration insurance policies that he mentioned “act as obstacles to American AI innovation.”
“This can be a defining yr for AI,” Zuckerberg wrote in his Fb publish, additionally saying he expects that Meta AI would be the world’s “main assistant,” serving greater than 1 billion individuals, and that Llama 4 will grow to be the “main state-of-the-art mannequin.”
“This can be a large effort, and over the approaching years it’s going to drive our core merchandise and enterprise, unlock historic innovation, and prolong American know-how management,” he wrote. “Let’s go construct!”
Massive tech racing to construct the information facilities of the longer term
Undoubtedly one of many largest tales out of the tech world this week was the US President Donald Trump-endorsed Stargate Challenge, an bold, $500 billion initiative to construct out AI infrastructure within the US for OpenAI over the subsequent 4 years. It’s an trade collaboration, with participation from OpenAI, Oracle, SoftBank, MGX, Arm, Nvidia and Microsoft, and can deploy $100 billion “instantly,” OpenAI mentioned in a weblog publish earlier this week.
Different trade gamers are investing as effectively. Microsoft has introduced its intent to spend $80 billion in fiscal yr 2025, greater than half of which can be within the US. Amazon continues to pour cash into knowledge facilities — together with $11 billion in new infrastructure in Georgia — and says it’s going to exceed its $75 billion 2024 capex expenditures. And different main knowledge infrastructure corporations like Databricks and Snowflake proceed to take a position billions.