Meta Boosts Computing Infrastructure to Meet AI Era Demands

Mark Zuckerberg recently announced on Threads that Meta has launched a long-term strategic project named Meta Compute. The initiative aims to build tens of gigawatts of computing infrastructure within this decade, with potential expansion to hundreds of gigawatts in the future, to support the global surge in artificial intelligence development.

Leadership Structure Revealed

The project will be co-led by Santosh Janardhan, Meta's head of global infrastructure and engineering, and Daniel Gross. Newly appointed President and Vice Chair Dina Powell McCormick will also be deeply involved.

Janardhan will continue to oversee Meta's technical architecture, software ecosystem, chip development efficiency, and the construction and operation of its global data centers and network infrastructure. Gross will lead a new team focused on long-term capacity strategy, supplier collaboration, industry analysis, and business modeling.

Repositioning in the AI Race

After the lukewarm market response to the Llama 4 model, Meta has faced significant pressure in the Silicon Valley AI competition. This large-scale investment in computing infrastructure marks a critical move for Meta to reassert its leadership in the AI landscape.

As part of the plan, Meta has pledged capital expenditures of up to $72 billion in 2025, primarily aimed at realizing this ambitious vision.