Meta plans $600 billion US spend as AI data centers expand

 

“Meta plans $600 billion US spend as AI data centers expand”

Meta announced it will invest about US $600 billion in U.S. infrastructure including AI-focused data centres and jobs over the next few years.

The investment is aimed at building “industry‐leading AI data centres” and supporting Meta’s ambition toward what it calls “personal superintelligence.”

Meta says this infrastructure build will help support not only its AI ambitions, but also local U.S. economic growth via jobs, contracts and community investment.

Things to watch

• Time horizon: The $600 billion figure is over several years — not immediate. Returns may be years away.
• Capital intensity: Meta’s capital expenditures (capex) in 2025 are already forecast to rise materially.
• Energy & sustainability: Data centres of this scale demand lots of power and water — how Meta handles environmental/utility/regulatory issues will be important.
• Competitive pressure: Other large tech firms are also investing heavily in AI infrastructure — Meta is not alone, so differentiation will matter.

More info: https://www.reuters.com/business/meta-plans-600-billion-us-spend-ai-data-centers-expand-2025-11-07/