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Sign up free →What happened: Meta Platforms has signed contracts with data center developer Crusoe to obtain computing capacity at two facilities — one in Childress, Texas, and one in Warrenton, Missouri — with a combined output of around 1.6 gigawatts. The exact delivery timeline has not been disclosed.
Why it matters: This deal reflects Meta's broader $600 billion(約96兆円), three-year infrastructure spending plan to support Chief Executive Officer Mark Zuckerberg's focus on building AI agent technologies (AI systems that can make decisions and complete tasks on their own). The move also signals the broader Big Tech competition for scarce AI computing hardware, as global demand for advanced processing power continues to outstrip available supply.
What to watch: The final cost of the contracts and the precise timeline for when the computing capacity becomes operational remain unclear, as discussions around the deals are confidential. Meta stock gained about 1.7% on the day the deal was reported.
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