Manifold MarketsNo KYCVerified resolution dataWell calibratedCurrent community forecastNo 55%
Forecasters
30
Question type
binary
Methodology
Play-money forecasting platform
Source type
Forecast
Market data
Updated 5 hours ago
StaleOct 30, 25, 1:51 PM UTCDec 31, 26, 11:59 PM UTC
Trends
Related Markets
Related questions for context, not a comparison of equivalent contracts.
OpenAI sells/rents AI compute to external customers by end-2026?
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PolymarketOpenAI’s valuation end of November 2026?
PolymarketRules
Meta plans capital expenditures of $66-72 billion in 2025 and expects similarly large increases in 2026 to bring additional AI compute capacity online.
- Zuckerberg revealed plans to build several multi-gigawatt datacenter clusters, with the first (Prometheus) coming online in 2026, and a second (Hyperion) scaling up to 5GW over several years.
- Meta is targeting deployment of more than one million GPUs to support next-generation AI models.
- However, Meta signed a $14.2 billion contract with CoreWeave to supply compute services for AI through 2031, and Meta also signed a six-year agreement with Google Cloud valued at more than $10 billion for AI model training and deployment.
- This indicates Meta is currently a buyer of external compute rather than a seller.
- Considerations
