Meta ( NASDAQ:META ) is going all-in on AI , with CEO Mark Zuckerberg announcing plans to spend $60B to $65B on building out the company's AI infrastructure. In a Facebook post on Friday, he revealed that Meta is constructing a 2GW+ data centera facility large enough to cover a significant part of Manhattan.

The AI hub will bring 1GW of computing power online this year, and by the end of 2025, Meta expects to have a total of more than 1.3 million GPUs powering its AI efforts. Zuckerberg called 2025 a defining year for AI, predicting that Meta AI will serve over 1 billion users, the Llama 4 model will lead the industry, and AI engineers will start contributing more to Meta's R&D.

He also reassured investors that Meta has the cash to keep investing in AI for years, expecting it to drive future growth. Stocks of Nvidia ( NASDAQ:NVDA ), Taiwan Semiconductor ( NYSE:TSM ), and Arista Networks ( NYSE:ANET ) initially reacted to the news before settling near flat levels.

This article first appeared on GuruFocus .