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Atualizado há 5 horas
Desatualizado30/10/25, 13:51 UTC31/12/26, 23:59 UTC
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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
