Meta Platforms raises 2025 AI capital expenditures to $65 billion November 6 earnings call, up from $40 billion guidance, to train Llama 4 on 600,000 Nvidia H100 GPUs.
Q3 revenue hits $40.6 billion +18.9% year-over-year, 3.32 billion daily active users across Family of Apps.
AI revenue reaches $2 billion, driven by Llama 3.1 405B model downloads exceeding 500 million since July.
Total 2025 capex range $64-72 billion, Zuckerberg: “AI is our biggest investment priority for the future.”
Infrastructure investments include 2 million GPUs by end-2024, scaling to 350,000 H100s for Llama training.
Reality Labs Q3 loss $4.37 billion, Quest 3 sales 20 million units, AR glasses prototype 2027 launch.
This hike’s quiet scale unveils new era where AI‘s vast investments bridge revenue streams, transforming Meta’s frontiers with enduring harmony.
