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Meta Launches 'Meta Compute' to Centralize AI Infrastructure, Target Gigawatt-Scale Expansion

Meta frames centralized control of its AI stack as a competitive edge tied to long-term energy contracts.

Overview

  • The top-level unit reports to Mark Zuckerberg and unifies software, silicon, networks, and data centers under Santosh Janardhan, with Daniel Gross leading long-term capacity strategy and supplier partnerships.
  • Dina Powell McCormick, newly named president and vice chair, will pursue partnerships with governments and sovereign entities to help build, permit, invest in, and finance infrastructure.
  • Zuckerberg set goals of tens of gigawatts of capacity this decade and hundreds of gigawatts over time, with Meta lining up multi-decade nuclear-linked power deals including Vistra, TerraPower, and Oklo.
  • The initiative builds on heavy spending commitments, including roughly $72 billion in 2025 capital expenditures and a stated plan to invest up to $600 billion in U.S. infrastructure by 2028.
  • The scale has drawn scrutiny over electricity and water use, and investor Michael Burry criticized the strategy as a potential drag on returns on invested capital.