Meta's recent earnings report revealed a significant increase in projected capital expenditures, potentially reaching $72 billion in 2025, largely driven by tariffs and increased competition. CFO Susan Li noted that costs for infrastructure hardware are rising due to global supply chain uncertainties linked to ongoing trade discussions. Alongside hardware costs, Meta is also ramping up investment in data centers to support its ambitious AI initiatives, with plans for over 1.3 million GPUs by year's end. The company emphasizes the need to diversify its supply chains in response to these challenges.
We anticipate our full year 2025 capital expenditures, including principal payments on finance leases, will be in the range of $64 billion to $72 billion.
The higher cost we expect to incur for infrastructure hardware this year really comes from suppliers who source from countries around the world.
This updated outlook reflects additional datacenter investments to support our AI efforts as well as an increase in the expected cost of infrastructure hardware.
Meta has previously committed to bringing roughly a gigawatt of new compute capacity and expects to have more than 1.3 million GPUs training and serving models by the end of the year.
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