Mark Zuckerberg Warns of “AI Bubble” but Says Risk of Missing Superintelligence Is Greater

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Meta CFO Susan Li later clarified that the $600 billion pledge includes not only AI data center infrastructure, but also hiring and other investments tied to Meta’s U.S. operations.

Meta CFO Explains Mark Zuckerberg’s $600 Billion White House Pledge – Business Insider

Balancing Investor Fears and Market Pressures

Despite Meta’s bold commitments, investors are voicing concerns about runaway spending and whether AI is truly capable of delivering the long-promised leap to superintelligence. Wall Street analysts have scrutinized Meta’s labor costs and raised alarms over stock-based compensation potentially diluting shareholder value.

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Last month, Meta froze some recruitment efforts after previously offering massive signing bonuses to lure top AI researchers. The pullback followed growing concern that the AI arms race could drive unsustainable costs.

Meanwhile, rivals like OpenAI and Anthropic rely heavily on outside fundraising to cover massive compute expenses. Zuckerberg pointed out the difference: “We’re not at risk of going out of business. It might be a different situation if you’re in one of their shoes.”

Preparing for Superintelligence

Meta is now focusing on consolidating elite talent within its superintelligence lab, which emphasizes flexible research with no top-down deadlines. The company is also investing heavily in custom infrastructure, making “compute per researcher” a key advantage in outspending rivals.