---
title: "CITIC Construction Investment: Meta confirms $600 billion AI investment plan, Zhongke Shuguang releases 640-card super node"
type: "News"
locale: "zh-CN"
url: "https://longbridge.com/zh-CN/news/265075311.md"
description: "CITIC Construction Investment's research report pointed out that Meta has confirmed it will invest $600 billion in artificial intelligence data center construction and talent recruitment before 2028, and will collaborate with utility companies to obtain the necessary water and electricity resources. Meta has added 15GW of energy to the U.S. power grid through direct investment. The report recommends focusing on the AI computing power and application sectors, particularly the computing power industry chain in North America and domestically, as well as submarine cable fiber optics and quantum technology fields"
datetime: "2025-11-10T06:06:10.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/265075311.md)
  - [en](https://longbridge.com/en/news/265075311.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/265075311.md)
---

> 支持的语言: [English](https://longbridge.com/en/news/265075311.md) | [繁體中文](https://longbridge.com/zh-HK/news/265075311.md)


# CITIC Construction Investment: Meta confirms $600 billion AI investment plan, Zhongke Shuguang releases 640-card super node

CITIC Construction Investment Research Report pointed out that Meta announced on Friday that it will invest $600 billion in the United States by 2028 to build artificial intelligence data centers and recruit talent, among other things. In addition, the company is collaborating with utility companies in various regions to obtain the water and electricity resources needed to operate the data centers. The company stated that it has added 15GW of energy to the power grid across the United States through direct investments so far. The research report noted that the current user penetration rate of AI large models is still low, and the investment in computing power brought by large models is on the rise, with a high potential ceiling for investment. On one hand, we continue to recommend the AI computing power sector, including core companies in the North American computing power supply chain and the domestic computing power supply chain; on the other hand, we also suggest paying attention to the AI application sector, including the progress of edge-side AI. Additionally, we recommend focusing on the submarine cable and optical fiber cable sectors, which have not seen significant increases in the early stages but may improve in the future, as well as the quantum technology sector, which is being increasingly invested in by domestic and foreign giants

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- [Meta Platforms (META.US)](https://longbridge.com/zh-CN/quote/META.US.md)

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