Meta Platforms, Inc.

Social media giant building massive AI infrastructure for LLaMA models and products. - Planning $135B+ infrastructure investment in 2026 with Nvidia + AMD GPU diversification, 7+ GW capacity

ChatGPT's November 2022 launch triggered the fastest infrastructure buildout in tech history. Datacenter construction spending tripled from $15 billion to $45 billion annually in just two years. Hyperscalers are now on track to spend over $1 trillion in 2026—exceeding the GDP of all but 10 countries—racing to secure power, land, and cooling systems before their rivals. Alphabet shocked markets on February 4, 2026 with guidance of $175-185 billion in 2026 capex, 55-65% above Wall Street estimates of $119.5 billion. Amazon escalated the spending war on February 5 with $200 billion 2026 capex guidance after Q4 revenue of $213.4 billion and AWS growth of 24% to $35.6 billion. Microsoft reported $37.5 billion in capex for Q2 FY2026 (just one quarter), while Meta committed $6 billion to Corning for fiber-optic cables in late January, secured 6.6 gigawatts of nuclear power through three partnerships announced in early January 2026, confirmed a multi-billion Nvidia chip deal, and on February 24 announced a $60-100 billion, 6-gigawatt AMD GPU deal—diversifying away from Nvidia dominance.

Updated 4 days ago

Parent company of Facebook, Instagram, and WhatsApp; developing open-source Llama AI models. - Expanding Hyperion campus with 1,400-acre Phase 2 acquisition; owns 20% of the joint venture

Meta broke ground in December 2024 on Hyperion, a data center so large it would cover most of Manhattan. The initial 2,250-acre, 4-million-square-foot facility in Richland Parish, Louisiana will deliver 2 to 5 gigawatts of computing power—enough to train the next generations of Meta's Llama AI models. At $27 billion, it represents the largest private-credit financing deal ever executed and the single biggest private investment in Louisiana history. On February 4, 2026, Fortune revealed Meta's quiet purchase of 1,400 adjacent acres—paving the way for Phase 2 expansion that would more than double the campus to over 3,650 acres, roughly twice the size of New Orleans' airport.

Updated Feb 5

The open-source champion whose chief scientist is betting against the entire reasoning paradigm. - Open-source AI leader with internal tensions over reasoning approaches

OpenAI's GPT-5 dropped on August 7, 2025, completing AI's transformation from chatbots that string words together to systems that actually think through problems step-by-step. Google DeepMind's reasoning models won gold at the International Math Olympiad, solving problems only five human contestants cracked. Anthropic's Claude, Meta's Llama, and every major AI lab sprinted to build models that pause, plan, and reason rather than just predict the next word.

Updated Jan 8

Meta is collapsing its desktop messaging footprint into web surfaces it can update centrally. - Owner of Messenger; driving a web-first desktop posture and retiring native clients

Meta didn’t just “sunset” a feature. On December 15, 2025, it effectively bricked Messenger’s standalone desktop apps—no more logins, no more native client—sending users back to Messenger.com or Facebook.com.

Updated Dec 14, 2025