Meta to spend up to $72B on AI infrastructure in 2025 as compute arms race escalates

Meta is pouring money into the physical and technical infrastructure needed to scale its AI ambitions. The company said Wednesday in its second-quarter earnings report that it plans to more than double its spend on building AI infrastructure, like data centers and servers.  “We currently expect 2025 capital expenditures, including principal payments on finance leases, to be in the range of $66-72 billion…up approximately $30 billion year-over-year at the midpoint,” Meta said.  That’s an aggressive capex growth, and one that Meta plans to continue onwards to 2026. The company said it expects a similarly large increase in spend on AI infrastructure next year as the company continues to “aggressively [pursue] opportunities to bring additional capacity online to meet…

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