Meta is continuing to increase the funds it is pouring into the AI infrastructure race even though it does not sell computing services to outside companies, drawing attention to the reasons behind the push.

Meta CEO Mark Zuckerberg (마크 저커버그) recently announced on Threads, the company’s social media platform, the launch of a new organisation called Meta Compute. He also declared that Meta would build ultra-large-scale computing infrastructure to develop AI superintelligence.

He said Meta would secure tens of gigawatts of computing power this decade and more than hundreds of gigawatts over the long term. He stressed that how it designs and invests in infrastructure will become a strategic advantage. 1 gigawatt is enough to supply electricity to hundreds of thousands of households.

Meta Compute will handle a wide range of tasks, including technical infrastructure, chip design, power procurement and supply chain strategy. Santosh Janardhan (산토시 자나단), who has led Meta’s existing data centre operations, will continue to oversee the technical architecture. AI specialist Daniel Gross (다니엘 그로스), who joined Meta last year, will be responsible for long-term demand forecasting and strategies to secure chips and energy. Gross previously co-founded Safe Superintelligence with OpenAI’s Ilya Sutskever.

Dina Powell McCormick (디나 파월 맥코믹), who has experience across politics and finance, will oversee global data centre investment and cooperation with governments. She served as deputy national security adviser for strategy in the Donald Trump administration.

Some analysts say the creation of Meta Compute is more than a simple expansion of infrastructure. Laine Dilg (레인 딜그), former head of infrastructure policy at OpenAI, said, “Meta sees infrastructure not as a cost but as a strategic asset.” She added, “It is now moving like a global asset manager rather than a technology company.”

Gross said on X (Twitter) that he is looking for talent covering deep learning, semiconductors, supply chains, power and situation monitoring. He indicated Meta Compute is a strategic organisation that spans energy and geopolitics as well as technology.

Some investors, however, are expressing concern about Meta’s moves. Michael Burry (마이클 버리), known for “The Big Short,” warned that Meta is eroding its return on invested capital, and that excessive capital spending could hurt corporate profitability. He also pointed to concerns that massive data centre investment could ultimately push the company toward a capital-intensive structure like a utility.

Meta has already spent more than $70 billion on AI infrastructure last year and plans to invest an additional more than $600 billion over the next 2 years. Zuckerberg has made clear his stance: “Not too late, and overwhelmingly.”