Recently, investments in artificial intelligence (AI) infrastructure have rapidly increased, raising concerns from the outside about whether the tech industry is facing a new bubble. In this context, Meta executives have publicly responded, emphasizing that although the current investment scale is huge, the overall situation is still under control and rational.

It is reported that Meta plans to spend $72 billion on AI infrastructure in 2025 and intends to further increase its investment in the future. Meta CEO Mark Zuckerberg stated that he would rather take the risk of "investing hundreds of billions of dollars more" than fall behind in the competition for super intelligence.

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Regarding the external question about whether AI investment is overheating, Alex Schutz, Meta's Chief Marketing Officer and Vice President of Analytics, said that although the investment amount is shocking, when looking at the proportion of the total industry market value or revenue, the current scale of AI investment is "not yet unreasonable." He used the railway construction boom at the end of the 19th century in the United States as an example, saying, "The current AI boom may seem radical, but it is not out of control."

Goldman Sachs' research report released in October supports this judgment: currently, investments related to AI in the US account for less than 1% of GDP, far below the 2% to 5% seen during the peak of previous technological waves such as railway expansion.

Schutz also emphasized that Meta's AI investments have already brought direct commercial returns, with AI technology significantly optimizing its ad targeting and content recommendation systems. It is expected that Meta's annual revenue will reach about $200 billion by 2025, and its current market value is approximately $1.5 trillion. He pointed out that the comprehensive upgrade of Meta's content recommendation system is the key to the current AI-driven transformation. This transition is inevitable, as most of the time users spend on Facebook and Instagram is now spent browsing "unrelated content."

In addition, Schutz believes that the AI wave has also driven constructive discussions across society on some key issues, including the safe operation of nuclear energy and seawater desalination. He concluded: "Overall, humans have the ability to create more prosperity than we have now."

Other companies such as Amazon, Google, Microsoft, and OpenAI have also set new records in capital expenditures in the AI field, with investments covering chips, data center construction, and high salaries to attract top talent.

Key Points:

📈 AI investment continues to grow, Meta expects to spend $72 billion in 2025.  

💬 Executives respond to the investment boom, stating that the current investment is still within control and no bubble has formed.  

📊 Current AI-related investments account for less than 1% of GDP, far below historical peak levels.