Meta is set to almost double its investment in artificial intelligence, signaling an aggressive push despite growing concerns of an AI bubble across the tech industry.
Speaking during a call with analysts on the company’s 2025 financial results, chief executive Mark Zuckerberg said Meta expects to spend up to $135 billion this year, largely on AI-related infrastructure. The figure represents a sharp increase from the $72 billion spent in 2024.
Over the past three years, Meta has invested around $140 billion in AI as it races to position itself at the forefront of the technology. Zuckerberg described 2026 as a pivotal year, predicting AI will “dramatically change the way we work.”
The announcement comes as Meta reported that expenses outpaced revenue growth in the final quarter of 2025, putting pressure on profit margins. Investors, however, reacted positively, with shares rising about 6.5% in extended New York trading.
Zuckerberg also hinted at potential further workforce reductions, noting that AI tools are enabling smaller teams to deliver work once requiring large groups. Meta has already laid off several hundred employees this year, primarily within its Reality Labs division.
The company is expanding AI tools internally to boost productivity, particularly among engineers. Zuckerberg acknowledged a widening performance gap between employees who effectively leverage AI and those who do not, calling the rise of autonomous AI “agents” a profound shift in how organizations operate.
Meta’s escalating investment comes amid warnings from industry leaders that the sector may be overheating. While some executives argue AI could surpass the impact of the internet, others caution that not all companies will survive the surge of capital and expectations driving the current boom.
