To take an absolute leading position in the AI competition, Meta CEO Mark Zuckerberg officially announced the "Meta Compute" infrastructure initiative on January 12. This move aims to fulfill its previous aggressive commitment to AI capital expenditures by building large-scale computing and power facilities.

Zuckerberg clearly outlined the grand vision of this plan on social media: Meta plans to build power infrastructure capable of supporting "tens of gigawatts" within this decade, with a long-term goal of reaching "hundreds of gigawatts" or even higher. This means that Meta is not just purchasing chips, but also deeply investing in the energy systems that support AI operations. This comprehensive construction from the underlying power supply to the top software stack is seen as the core barrier for Meta to obtain the best AI models and product experiences.

In terms of implementation, Zuckerberg has assembled a "dream team" covering technology, planning, and business-government relations. Veteran Santosh Janardhan will coordinate the technical architecture and self-developed chips, while Daniel Gross from Safe Superintelligence will be responsible for long-term capacity and business modeling. In addition, the addition of Dina Powell McCormick, a former U.S. government official, will help Meta address government communication and financing challenges in infrastructure deployment around the world.

Currently, global tech giants are caught in an "arms race" over computing power and energy. Faced with Microsoft and Google's increasing investments in data center layouts, Meta Compute marks Meta's decision to ensure its AI strategic pivot for the next decade under the challenges of energy consumption and regulatory pressure by building its own foundation.

Key Points:

  • ⚡ Energy Expansion: Meta launched the Meta Compute initiative, aiming to build a power infrastructure capable of supporting massive AI computing needs.

  • 🏗️ Full-Stack Self-Building: The project includes self-developed chips, software stacks, and global data center construction, aiming to build exclusive AI technological advantages.

  • 👥 Core Team: Zuckerberg has assigned three key leaders, each responsible for technology development, long-term planning, and government and public affairs collaboration.