Meta Platforms

AKA meta

Meta Platforms is aggressively scaling its artificial intelligence infrastructure, committing massive capital expenditures, including a projected $600 billion investment in US data centers, establishing a new benchmark for industry scale. This expansion is characterized by significant long-term energy procurement strategies, notably a strategic pivot toward securing nuclear power to support its growing compute demands.

Operational realities involve securing vast physical resources, evidenced by a $6 billion fiber optic deal with Corning for US buildout and the development of new financing models, such as the joint venture for the $27 billion Hyperion campus. The company is also engaging in power trading to ensure long-term clean energy supply for its AI initiatives.

Strategically, Meta is accelerating its data center spending alongside peers while articulating its distinct AI vision, potentially engaging with Google in the escalating AI chip competition. Regulatory scrutiny is also present, with China probing the acquisition of AI outfit Manus, adding complexity to its global expansion.

These infrastructure pushes are occurring within a broader context where AI buildout is redefining global compute strategy, driven by immense power requirements. Meta is simultaneously addressing sustainability concerns by collaborating on low-carbon construction methods for its rapidly expanding physical footprint.

Last updated February 7, 2026

Coverage

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