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Sign up free →What happened: Meta has signed new deals with data center developer Crusoe to buy computing capacity from sites in Childress, Texas and Warrenton, Missouri. Together, the sites are expected to provide roughly 1.6 GW of capacity.
Why it matters: Meta is racing to lock down the physical infrastructure—servers, power, cooling—needed to train and run AI systems. This deal reflects how critical data center capacity has become for big tech companies competing in AI, and shows Meta is willing to commit heavily to secure it alongside its other major projects like the Hyperion data center in Louisiana.
What to watch: Meta has confirmed $600 billion(約96兆円) in U.S. AI-related capital expenditures through 2028, and the Hyperion facility is designed for 2 GW of capacity with potential to scale to 5 GW. Crusoe itself has also signed with Microsoft to lease 900 MW from its Texas campus, underscoring how competition for data center space is intensifying.
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