Meta plans to spend $600B through 2028 in the US: Information

Meta plans to spend $600B through 2028 in the US: Information

Meta Platforms, the parent company of Facebook, has pledged to invest at least $600 billion in the U.S. by 2028, focusing on expanding its AI infrastructure and data centers across the country. This substantial commitment was announced by CEO Mark Zuckerberg during a White House dinner hosted by President Trump, emphasizing the investment's role in powering the next wave of American innovation [1].

This latest pledge follows Meta’s earlier announcement in 2025 to spend $60–65 billion on capital expenditures dedicated primarily to artificial intelligence infrastructure. This plan includes constructing a 2-gigawatt data center large enough to cover a significant part of Manhattan, deploying over 1.3 million GPUs, and building at least 1 gigawatt of computing power by the end of the year [1].

The $600 billion pledge is part of a broader message about tech investment in America. Zuckerberg underscored the urgency to build infrastructure to safeguard U.S. technology leadership and innovation for the future. This move aligns with similar aggressive strategies by other tech giants. For example, the “Stargate” project, announced by Trump, involves up to $500 billion in AI infrastructure investments by companies like OpenAI, Oracle, and SoftBank. Meanwhile, Microsoft and Amazon have also outlined ambitious AI-focused capex plans for 2025 [1].

Unprecedented Scale: Meta’s $600 billion investment commitment over four years is one of the most substantial technology infrastructure pledges in U.S. history [1].
AI Infrastructure Leadership: Backed by AI-specific investments already underway, Meta is betting big on maintaining and expanding its technology dominance [1].
Economic & Technological Boost: These investments could spur job creation, tech innovation, and infrastructure development across multiple states [1].
Part of a Broader Shift: Alongside peer tech giants, Meta is helping catalyze a new era of U.S. digital and data infrastructure expansion [1].
Geopolitical Signal: The announcement doubles as a message of confidence in U.S. innovation leadership, aligning private tech ambitions with national economic growth [1].

During NVIDIA’s recent Q2 2025 earnings call, CEO Jensen Huang commented on the sheer scale of the artificial intelligence (AI) revolution. Huang highlighted how projections are only continuing to grow — in some instances, by orders of magnitude higher than previously expected. The number could reach over a trillion dollars in short order, according to forecasts. In total, it’s said to average about $600 billion annually until at least the end of the decade [2].

The top four hyperscalers — Amazon, Alphabet, Meta, and Microsoft — have doubled their collective capital expenditures in the past two years, with today's spending reaching $600 billion annually [2].
This trend is expected to continue, with NVIDIA estimating $3–4 trillion in total data center infrastructure spend by 2030, a sharp increase from earlier estimates of $1 trillion for compute by 2028 [2].

NVIDIA, known for its pioneering role in developing the GPU, has transformed into a full-scale AI infrastructure provider. Huang stressed that constructing a modern AI supercomputer requires six different types of chips and hundreds of thousands of GPU compute nodes deployed at gigawatt-scale data centers [2].

The $600 billion figure represents only the top hyperscalers, leaving out enterprise companies building on-premises, as well as a growing number of regional and global cloud service providers [2].
The U.S. represents about 60% of the world’s compute, and over time, artificial intelligence would reflect GDP scale and growth, accelerating GDP growth [2].

The investment pledges by Meta and other tech giants underscore a significant shift in the tech industry, focusing on AI infrastructure to maintain and enhance technological leadership and innovation.

References:
[1] https://voice.lapaas.com/meta-commits-invest-us-600b-by-2028/
[2] https://www.inkl.com/news/nvidia-ceo-jenson-huang-amazon-oracle-alphabet-and-microsoft-alone-plan-to-spend-600-billion-per-year-on-the-ai-revolution