Meta CEO Mark Fuckerberg defends AI spending
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Archived from the IMDb Discussion Forums — Mark Zuckerberg
sheetsadam1 — 5 months ago(November 01, 2025 02:53 PM)
These motherfuckers need to be imprisoned for life and all of their data centers that are raising our utility bills burned to the ground.
https://www.cnbc.com/2025/10/29/meta-ceo-mark-zuckerberg-defends-ai-spend-were-seeing-the-returns-.html
Meta CEO Mark Fuckerberg is sounding a familiar tune when it comes to artificial intelligence: better to invest too much than too little.
On his company’s third-quarter earnings call on Wednesday, Fuckerberg addressed Meta’s hefty spending this year, most notably its $14.3 billion investment in Scale AI as part of a plan to overhaul the AI unit, now known as Superintelligence Labs.
Some skeptics worry that the spending from Meta and its competitors in AI, namely OpenAI, is fueling a bubble.
For Meta’s newly formed group to have enough computing power to pursue cutting-edge AI models, the company has been building out massive data centers and signing cloud-computing deals with companies like Oracle, Google and CoreWeave.
Fuckerberg said the company is seeing a “pattern” and that it looks like Meta will need even more power than what was originally estimated. Over time, he said, those growing AI investments will eventually pay off in a big way.
“Being able to make a significantly larger investment here is very likely to be a profitable thing over, over some period,” Fuckerberg said on the call.
If Meta overspends on AI-related computing resources, Fuckerberg said, the company can repurpose the capacity and improve its core recommendation systems “in our family of apps and ads in a profitable way.”
Along with its rivals, Meta boosted its expectations for capital expenditures.
Capex this year will now be between $70 billion and $72 billion, compared to prior guidance of $66 billion to $72 billion, the company said.
Meanwhile, Alphabet on Wednesday increased its range for capital expenditures to $91 billion to $93 billion, up from a previous target of $75 billion to $85 billion. And on Microsoft’s earnings call after the bell, the software company said it now expects capex growth to accelerate in 2026 after previously projecting slowing expansion.
Alphabet was the only one of the three to see its stock pop, as the shares jumped 6% in extended trading. Meta shares fell about 8%, and Microsoft dipped more than 3%.
Fuckerberg floated the idea that if Meta ends up with excess computing power, it could offer some to third parties. But he said that isn’t yet an issue.
“Obviously, if you got to a point where you overbuilt, you could have that as an option,” Fuckerberg said.
In the “very worst case,” Fuckerberg said, Meta ends up with several years worth of excess data center capacity. That would result in a “loss and depreciation” of certain assets, but the company would “grow into that and use it over time,” he said.
As it stands today, Meta’s advertising business continues to grow at a healthy pace thanks in part to its AI investments.
“We’re seeing the returns in the core business that’s giving us a lot of confidence that we should be investing a lot more, and we want to make sure that we’re not under investing,” Fuckerberg said.
Revenue in the third quarter rose 26% from a year earlier to $51.24 billion, topping analyst estimates of $49.41 billion and representing the company’s fastest growth rate since the first quarter of 2024.
"Praise be to Allah." - President Donald J. Trump, Easter Sunday 04/05/2026 -
HollyJollyHanukka — 5 months ago(November 01, 2025 02:59 PM)
Translation: We’ll spend more of your money to put millions more into our own.
AI sucks. I hate it and the entire infrastructure (or lack of) around it.
If you can’t say something nice, say something clever but devastating. -
sheetsadam1 — 5 months ago(November 01, 2025 03:30 PM)
AI is one of those technologies - like nuclear weapons - that should never have been allowed in the public realm. Now the toothpaste is out of the tube and ultimately it will crash under it's own weight. After all, there is no way for these companies to continue turning a profit if all of their prospective customers are out of work. But the recovery from the AI Great Depression will be long and arduous and will require levels of social spending that will make FDR look like Barry Goldwater.
"Praise be to Allah." - President Donald J. Trump, Easter Sunday 04/05/2026 -
HollyJollyHanukka — 5 months ago(November 01, 2025 04:01 PM)
Most of the companies now implementing it have no real idea of its nefarious potential. They just want it as a bargaining tool so they can appear to be competitive. And that bullshit about those who will lose their jobs because of AI finding other jobs in the AI sector to support it, they are entry level jobs with negligible earning power.
If you can’t say something nice, say something clever but devastating. -
soapbox original gangster — 5 months ago(November 01, 2025 05:29 PM)
while i think " ai" can be useful, i also think investors-both retail and institutional- and governments are getting played huge time by the promise of AI as a radical transformative technology.
sam altman of OpenAI said recently that just in the US, AI firms, the chipmakers, the data centers, and so on will need close to an extra 50 Gigawatt increase in electrical power cunsumption by 2033 or sooner. this additional power would require dozens of nuclear plants to be on line, and since it takes 10-15 years to build a plant and then several more for certification, i dont think AI is going to get its desired amount of electricity.
so does that mean that compliant GOP-controlled state govmts can invoke eminent domain laws and divert the trons from households to the new and improved masters of the universe? -
sheetsadam1 — 5 months ago(November 01, 2025 05:41 PM)
I hope we'll see backlash long before that, as utility bills continue to rise and jobs continue to disappear, but I have little hope that Democratic Party leadership will allow any messaging that pisses off their donor base.
"Praise be to Allah." - President Donald J. Trump, Easter Sunday 04/05/2026