Rising Costs, Rising Ambitions
Chief Financial Officer Susan Li acknowledged that Meta’s infrastructure expenses are ballooning alongside its AI ambitions.
“We are at an exciting inflection point,” Li said. “Our investments in ads, engagement, and AI-powered experiences will not only strengthen core services today but also pave the way for transformative revenue streams in the future.”
Li projected that the current wave of infrastructure and AI investment will enable Meta to sustain strong revenue growth into 2026 and beyond, signaling that the company’s spending spree is a strategic long game rather than short-term overreach.
Mega Data Center Deal Adds Fuel to the Fire
Earlier this month, Meta unveiled a $27 billion joint venture with Blue Owl Capital, aimed at developing a state-of-the-art data center campus in Richland Parish, Louisiana. Under the agreement, Meta will retain 20% ownership, while Blue Owl-managed funds will control the remaining 80% stake.
Meta contributed land and construction-in-progress assets to the venture, securing a $3 billion cash payment, while Blue Owl injected $7 billion upfront to kickstart development. The sprawling complex will stand as one of the largest AI-focused data hubs in the world—yet another testament to Meta’s long-term commitment to technological supremacy.
