ON OCTOBER 31ST, ACCORDING TO CNBCMeta CEO MARK ZuckerbergIn yesterday ' s third quarterly financial call conference, it was again stressed that the company ' s high investment in artificial intelligence was necessary and long-term beneficial。
HE SAID THAT INSTEAD OF BEING UNDERINVESTED IN AI, IT WOULD BE BETTER TO "INVEST TOO MUCH" BECAUSE THESE RESOURCES WOULD ULTIMATELY ACHIEVE A PROFIT RETURN IN ADVERTISING AND APPLICATION REFERRAL SYSTEMS。
Zuckerberg revealed that Meta had spent $14.3 billion this year to buy it Scale AI, and reorganized into "Superintelligence Labs" to advance the development of front-line AI models. To meet the computing needs, the company is expanding the data centre and signing cooperation agreements with cloud computing enterprises such as Oracle, Google and CoreWeave。
He pointed out that Meta might need more calculus than initially anticipated, but that even if over-construction occurred, excess capacity could be used in advertising referral systems or gradually absorbed in the future。
According to the financial statements, Meta is expected to increase capital expenditure in 2025 to $70 to $72 billion, up from the previous $66 billion to $72 billion. During the same period, the Google parent company Alphabet also raised the capital expenditure target to between $91 billion and $93 billion, while Microsoft expects to accelerate capital expenditure in 2026。
Despite the growth of Meta Advertising, driven by AI inputs, with a significant increase of 261 TP3T to $5.1240 billion in the third quarter of the year, which exceeded market expectations, the company ' s share price fell by about 81 TP3T in post-business transactions. In contrast, Alphabet stock prices rose 6%, while Microsoft fell over 3%。
Zuckerberg stressed: “We have seen returns in our core business, which gives us greater confidence to continue to increase our investment and ensure that there is no underinvestment. I'm sorry