From Virtual Reality to Superintelligence: Meta’s $72 Billion Bet on AI
Main Idea
Meta is shifting its focus from VR to AI, planning to invest up to $72 billion in AI infrastructure by the end of 2025, with significant spending already underway in Q2 2025.
Key Points
1. Meta is investing up to $72 billion in AI infrastructure by the end of 2025, with $17 billion spent in Q2 2025.
2. The company's Chief Financial Officer Susan Li indicated that investments in AI are expected to grow further in 2026.
3. Meta CEO Mark Zuckerberg discussed the company's AI efforts during an earnings call and launched a new research group called Meta Superintelligence Labs, led by Alexandr Wang and Nat Friedman.
Description
Meta has shifted its focus from virtual reality to artificial intelligence (AI) and is investing billions to support this transition.
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