Meta Bets Big: $600 Billion AI Infrastructure & Job Boom Coming in 2025
Meta just dropped a bombshell—$600 billion is flooding into AI infrastructure and job creation. That’s not a typo. It’s a full-scale assault on the future of tech.
Why now? Because even trillion-dollar companies panic when they see startups eating their lunch. The 'metaverse' pivot didn’t move the needle—so Zuck’s doubling down on what actually prints money: AI and the engineers who build it.
Wall Street’s already salivating. Never mind that $600B could buy every crypto project twice over—this is about old-school dominance. The real question? Whether Meta can actually execute, or if this becomes another 'innovation theater' write-down in 3 years.
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It’s worth noting that Zuckerberg also told President Donald TRUMP at a White House dinner in September that Meta will invest “at least $600 billion” in the U.S. over the coming years. Separately, on a recent earnings call, he explained that Meta is intentionally “front-loading capacity,” which means that the company is spending heavily now to make sure it’s ready for AI progress in the future. He said that this approach is necessary in order to stay ahead of the competition, even though it significantly raises short-term spending.
In fact, Meta expects its capital expenses to increase “notably” next year due to AI-related investments. However, Meta has also been getting creative with its financing. Last month, the company finalized a financing deal with Blue Owl Capital (OWL) to fund a massive data center in Louisiana. As part of the deal, Meta placed the project into a separate legal entity called a special purpose vehicle, which will keep the $27.3 billion in debt off its balance sheet while giving Blue Owl Capital an 80% stake in the project.
Is Meta a Buy, Sell, or Hold?
Turning to Wall Street, analysts have a Strong Buy consensus rating on META stock based on 40 Buys, six Holds, and one Sell assigned in the past three months, as indicated by the graphic below. Furthermore, the average META price target of $843.56 per share implies 37.9% upside potential.
