How much is Meta spending on AI infrastructure this year?

Meta plans to spend up to $145 billion（約23兆円） on AI infrastructure in 2025.

What does Meta's upcoming "Watermelon" model do?

According to AI chief Alexandr Wang, "Watermelon" is Meta's next model after Avocado (the internal code name for Muse Spark) and uses an order of magnitude more compute than Avocado. Wang claims it has caught up with OpenAI's top model GPT-5.5.

When does Zuckerberg expect to see results from the restructuring?

Zuckerberg expects more tangible results within the next three to six months.

Large Language ModelsTHE DECODERJul 3, 2026Jul 3, 2026, 22:01 JST1 min read

Meta's AI agent push lags behind Zuckerberg's timeline

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Key takeaway

Meta CEO Mark Zuckerberg admitted that the company's AI agent development has progressed slower than planned over the past four months, despite a major reorganization and investment of up to $145 billion（約23兆円） in infrastructure this year.
His AI chief offered a more optimistic view, claiming an upcoming model called "Watermelon" matches OpenAI's GPT-5.5 and that improvements to coding and agent capabilities are imminent.

3 Key Points

What happened
Mark Zuckerberg acknowledged at an internal town hall that AI agents—which Meta restructured around—have not advanced as fast as expected. The trajectory over at least the last four months hasn't accelerated the way the company anticipated, and the bets on the new structure haven't come to fruition yet.
Why it matters
Meta bet heavily on AI this year, moving roughly 7,000 employees into AI teams after a May layoff and planning to spend up to $145 billion（約23兆円） on AI infrastructure. Zuckerberg's admission signals that the company's reorganization and major talent investments have yet to deliver the efficiency gains and model breakthroughs it sought, even as competitors like OpenAI and Anthropic advance.
What to watch
Zuckerberg expects tangible results within the next three to six months. Meanwhile, AI chief Alexandr Wang countered that Meta's upcoming model code-named "Watermelon" has caught up with OpenAI's top model GPT-5.5, and that a Muse Spark update with major coding and agentic improvements is coming soon.

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FAQ

How much is Meta spending on AI infrastructure this year?: Meta plans to spend up to $145 billion（約23兆円） on AI infrastructure in 2025.
What does Meta's upcoming "Watermelon" model do?: According to AI chief Alexandr Wang, "Watermelon" is Meta's next model after Avocado (the internal code name for Muse Spark) and uses an order of magnitude more compute than Avocado. Wang claims it has caught up with OpenAI's top model GPT-5.5.
When does Zuckerberg expect to see results from the restructuring?: Zuckerberg expects more tangible results within the next three to six months.

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