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Meta Creates New AI Infrastructure Division to Power Massive Data Center Expansion and Nuclear Energy Push

MarketDash Editorial Team
5 hours ago
Meta is launching Meta Compute, a dedicated AI infrastructure group, to manage its aggressive buildout of data centers and energy capacity as CEO Mark Zuckerberg bets big on achieving superintelligence.

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Meta Platforms Inc. (META) is going all-in on artificial intelligence with a new infrastructure group designed to handle what could become one of the largest corporate energy and computing buildouts in tech history.

New Division to Manage AI Infrastructure Ambitions

CEO Mark Zuckerberg announced Monday that the company is launching Meta Compute, a centralized division that will oversee its global fleet of data centers, computing capacity, and supplier relationships. The move comes as Zuckerberg accelerates multibillion-dollar investments in what he calls "personal superintelligence."

The initiative will be co-led by Santosh Janardhan, Meta's head of global infrastructure, and Daniel Gross. Janardhan will continue running technical operations and data center management, while Gross takes charge of a new team focused on long-term capacity planning and strategic partnerships.

Zuckerberg noted in a Threads post that both leaders "will collaborate closely with Dina Powell McCormick, who has joined Meta as president and vice chairman."

Gigawatts of Computing Power Backed by Nuclear Energy

The scale of Meta's ambitions is staggering. Zuckerberg said the company plans to build "tens of gigawatts" of computing capacity this decade and "hundreds of gigawatts or more over time." That's enough electricity to power small cities, and Meta is taking the energy challenge seriously.

The company has signed 20-year agreements to purchase electricity from three nuclear plants operated by Vistra. It's also working with developers of small modular nuclear reactors to secure additional long-term power supplies.

Meta has committed up to $72 billion in capital spending for 2025 alone, with much of that aimed at AI infrastructure. The spending spree follows a lukewarm reception for its latest Llama model, signaling the company's determination to stay competitive in the AI race.

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Restructuring Reality Labs to Fund AI Push

Meta isn't just building new capacity; it's also reallocating existing resources. Reports emerged Tuesday that the company plans to cut more than 10% of its Reality Labs workforce, shifting funding away from virtual reality and toward next-generation AI and wearables. CTO Andrew Bosworth has called a key in-person meeting as part of the restructuring.

The company has also reshuffled its AI leadership. After Llama 4 underperformed, Meta moved away from its previous strategy and appointed Alexandr Wang as chief AI officer. Chief AI Scientist Yann LeCun left to start his own venture. Meta spent $14.3 billion to acquire Wang's team and has pushed 2025 capital spending above $70 billion.

Beyond nuclear power, Meta has entered electricity trading and is accelerating U.S. power plant construction. Its Louisiana data center required multiple gas-fired plants, and nationwide AI demand is projected to quadruple over the next decade.

Zuckerberg has made it clear that aggressive investment is necessary to pursue "superintelligence" capabilities, and Meta Compute represents the organizational structure to deliver on that vision.

Meta Creates New AI Infrastructure Division to Power Massive Data Center Expansion and Nuclear Energy Push

MarketDash Editorial Team
5 hours ago
Meta is launching Meta Compute, a dedicated AI infrastructure group, to manage its aggressive buildout of data centers and energy capacity as CEO Mark Zuckerberg bets big on achieving superintelligence.

Get Meta Platforms Inc - Class A Alerts

Weekly insights + SMS alerts

Meta Platforms Inc. (META) is going all-in on artificial intelligence with a new infrastructure group designed to handle what could become one of the largest corporate energy and computing buildouts in tech history.

New Division to Manage AI Infrastructure Ambitions

CEO Mark Zuckerberg announced Monday that the company is launching Meta Compute, a centralized division that will oversee its global fleet of data centers, computing capacity, and supplier relationships. The move comes as Zuckerberg accelerates multibillion-dollar investments in what he calls "personal superintelligence."

The initiative will be co-led by Santosh Janardhan, Meta's head of global infrastructure, and Daniel Gross. Janardhan will continue running technical operations and data center management, while Gross takes charge of a new team focused on long-term capacity planning and strategic partnerships.

Zuckerberg noted in a Threads post that both leaders "will collaborate closely with Dina Powell McCormick, who has joined Meta as president and vice chairman."

Gigawatts of Computing Power Backed by Nuclear Energy

The scale of Meta's ambitions is staggering. Zuckerberg said the company plans to build "tens of gigawatts" of computing capacity this decade and "hundreds of gigawatts or more over time." That's enough electricity to power small cities, and Meta is taking the energy challenge seriously.

The company has signed 20-year agreements to purchase electricity from three nuclear plants operated by Vistra. It's also working with developers of small modular nuclear reactors to secure additional long-term power supplies.

Meta has committed up to $72 billion in capital spending for 2025 alone, with much of that aimed at AI infrastructure. The spending spree follows a lukewarm reception for its latest Llama model, signaling the company's determination to stay competitive in the AI race.

Get Meta Platforms Inc - Class A Alerts

Weekly insights + SMS (optional)

Restructuring Reality Labs to Fund AI Push

Meta isn't just building new capacity; it's also reallocating existing resources. Reports emerged Tuesday that the company plans to cut more than 10% of its Reality Labs workforce, shifting funding away from virtual reality and toward next-generation AI and wearables. CTO Andrew Bosworth has called a key in-person meeting as part of the restructuring.

The company has also reshuffled its AI leadership. After Llama 4 underperformed, Meta moved away from its previous strategy and appointed Alexandr Wang as chief AI officer. Chief AI Scientist Yann LeCun left to start his own venture. Meta spent $14.3 billion to acquire Wang's team and has pushed 2025 capital spending above $70 billion.

Beyond nuclear power, Meta has entered electricity trading and is accelerating U.S. power plant construction. Its Louisiana data center required multiple gas-fired plants, and nationwide AI demand is projected to quadruple over the next decade.

Zuckerberg has made it clear that aggressive investment is necessary to pursue "superintelligence" capabilities, and Meta Compute represents the organizational structure to deliver on that vision.