Summary: Meta has launched “Meta Compute,” a top-level initiative to build hundreds of gigawatts of AI infrastructure. While Zuckerberg views this as a strategic advantage, investors like Michael Burry have warned of a “Return on Invested Capital (ROIC) crash,” as Meta shifts from a high-margin software model to a capital-intensive physical infrastructure play.
Business Impact: This moves the security perimeter into the “Physical Layer” of AI. Protecting tens of gigawatts of data centers requires a shift in security focus toward energy grid resilience and hardware supply-chain security. The $600 billion spending spree also creates a massive target for economic espionage.
Why It Happened: Meta is in an existential race with OpenAI and Google. To achieve “Personal Superintelligence,” they believe they must own the entire vertical stack—from custom silicon to power generation.
Recommended Executive Action: For enterprises building on Meta’s AI platform, review your long-term dependency risks. As Meta pivots to hardware, evaluate the stability of their software APIs and the potential for “Infrastructure Lock-in.”
Hashtags: #MetaCompute #AI #Zuckerberg #InfrastructureSecurity #ROI #FutureTech