As Meta continues to ramp up its AI and VR plans, it’s additionally going to want much more computing energy, and information storage capability to energy its next-level initiatives.
And it’s keen to take a position, huge time.
Based on a brand new report from The Info, Meta’s at the moment within the strategy of assessing places for a brand new $200 billion information heart, with the development more likely to place the brand new facility in both Louisiana, Wyoming or Texas, primarily based on early talks.
Meta hasn’t confirmed that any such venture shall be going down, labeling the most recent report as “pure hypothesis.” However it might align with Meta’s broader enlargement plans for its AI tasks, whereas it might additionally assist Zuckerberg in his efforts to cosy as much as the Trump Administration, which is eager to see extra funding into tech tasks primarily based within the U.S.
Meta has already confirmed that it’s more likely to spend greater than $65 billion this yr on AI infrastructure, together with the event of a brand new 2-gigawatt information heart “that’s so giant it might cowl a big a part of Manhattan.”
Meta additionally just lately introduced its new information heart in Mesa, Arizona on-line, whereas it’s additionally trying to make investments round $10 billion into a brand new undersea cabling venture to enhance connectivity to India and Africa particularly.
$200 billion can be a big bounce on what Meta has already pledged, and once more, Meta says that it hasn’t made any official choice on deepening its spending past what’s been introduced.
However with xAI and OpenAI each additionally digging deeper in their very own efforts to win the AI race, Meta could also be trying to blow them out of the water with its personal expanded capability.
There are additionally rising AI threats from China, with DeepSeek just lately taking many U.S. AI companies unexpectedly with its superior capabilities. Certainly, Chinese language tech giants Tencent, Alibaba, and ByteDance have all introduced important new AI investments, and with Meta’s pushing for the Trump Administration to assist it in supporting AI innovation, notably in Europe, the place the EU’s advanced rules have stifled its progress, elevated funding in U.S. growth may additionally sign Meta’s personal dedication to increasing American management within the AI race.
So whereas Meta is denying the reviews proper now, it wouldn’t be an enormous shock to see Meta sinking extra into its AI tasks, because it seeks to construct the perfect AI mannequin in the marketplace, and win out within the newest tech race.
Which, a minimum of in idea, may open up a spread of recent alternatives.
Meta says that its Meta AI chatbot now has 700 million month-to-month energetic customers, whereas it’s additionally open sourced its Llama mannequin to facilitate expanded use instances for its AI instruments. That would see Meta’s AI infrastructure turn out to be the spine of many industrial and specialised fashions, which might hen present extra alternative for Meta to energy the subsequent stage of AI innovation.
Each AI venture is aiming for a similar, and every could have their very own strengths, however with its large benefit in resourcing, and connectivity, Meta could also be higher positioned than any of them to win out.
As such, and further $200 billion may simply be offset by the long term enterprise advantages.
