On November 18th, according to The Inside of BusinessMeta CMO Alex Schultz According to an interview at the Web Summit Technical Assembly in LisbonSilicon Valleyof AI InvestingThe wave is "radical, but not crazy"。
Meta plans to invest as much as $72 billion in AI infrastructure this year and expects to increase further next year. Previously, CEO Mark Zuckerberg had stressed that he would rather risk spending hundreds of billions of dollars wrong than lag behind in super-smart development。
A number of technology companies, including Amazon, Google, Microsoft and OpenAI, are in a record pattern of capital expenditure AI, from chips, data centres to high-paying research。
Schultz points out that, compared to the historical surge in technology such as railway expansion, the current percentage of AI investment in US GDP is less than 11 TP3T, well below the then 21 TP3T to 51 TP3T。
Meta ' s AI investment has generated billions of dollars in revenue, mainly through improvements in advertising tools and content referral systems. The company is expected to receive about $200 billion this year, with a market value of about $1.5 trillion。
Schultz emphasizes that the AI referral system helps Facebook and Instagram to remain competitive in the trend towards "non-connected content" (i.e. not from friends, or from pages or groups of people of interest to the user)。
In addition, Meta's pure AI generation short video stream "Vibes" is seen as an important part of future strategies. Despite the criticism of it as an "AI paste", the user has performed well。
Schultz states that while the energy consumption of video generation models is high, the size of Vibes is not yet sufficient to cause severe energy or water pressure. AI's investment wave has also triggered discussions about nuclear power and desalination, and he believes that humans have the capacity to create more "rich" and that "doing something interesting" is the meaning of life。