Jaeden Schafer

So this whole investor call was happening with Meta's latest earnings release, which showed there was a sharp increase in infrastructure spending.

The company now they're expecting to invest between $115 billion and $135 billion in capital just this year.

That's up from $72 billion that they did last year.

So in their filings, Meta said basically the jump is, quote, increased investment to support our Meta superintelligence lab efforts and core business.

So I think this is definitely a lot.

That figure is still much lower than the roughly $600 billion in AI infrastructure spending that Zuckerberg was kind of talking about projected through 2028.

So perhaps that spending ramps up.

or maybe it's just lower than the former projection.

But either way, I mean, some people are saying like, look, it's not as much as he was quoting.

But I mean, if you're saying $135 billion this year, then over the next three years, that's $400 billion.

And so I think it's pretty close to $600 billion, especially if you see any sort of ramp.

And Zuckerberg typically likes to ramp things up.

Meta has definitely faced a lot of kind of ongoing investor skepticism over how their massive AI investments are going to actually translate into revenue because they built Meta AI and all this stuff, but it's free inside of all of their apps.

They're not making money from it.

Zuckerberg said that the visible consumer impact is going to be coming soon.

So he's like, just wait, hold your horses.

He said, this is going to be a big year for delivering personal super intelligence, accelerating our business, building infrastructure for the

He also kind of used the whole investor earnings call to outline some of Meta's push into the AI powered smart glasses, which personally I'm very excited about.

I think they have a really big leg up.

We've seen Google also working on this as well.