That budget buys a heterogeneous fleet. Meta signed a 6 GW, $100 billion agreement with AMD in February, holds GPU deals with AMD and Nvidia worth roughly $110 billion combined, has announced four generations of its MTIA inference silicon, and struck a multi-billion-dollar Graviton deal with Amazon to cover general-purpose CPU shortfalls. Its Prometheus and Hyperion campuses are designed to scale to 1GW and up to 5GW, respectively.
Capacity at that scale arrives in large, indivisible increments timed to demand projections, which is how a company that was rationed on Gemini access by Google and paid neoclouds tens of billions for GPU time can simultaneously find itself with surplus compute worth selling.
We’ve seen a similar story with SpaceX. After xAI’s infrastructure, the company leased the entire capacity of the Colossus 1 data center in Memphis, more than 300 MW, to Anthropic for around $1.25 billion per month through May 2029, and subsequently agreed to rent capacity to Google for roughly $920 million per month. Bloomberg Intelligence estimates the arrangements could generate more than $50 billion by 2028.
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Luke James is a freelance writer and journalist.\u00a0 Although his background is in legal, he has a personal interest in all things tech, especially hardware and microelectronics, and anything regulatory.\u00a0 ","collapsible":{"enabled":true,"maxHeight":250,"readMoreText":"Read more","readLessText":"Read less"}}), "https://slice.vanilla.futurecdn.net/13-4-25/js/authorBio.js"); } else { console.error('%c FTE ','background: #9306F9; color: #ffffff','no lazy slice hydration function available'); } Luke James Social Links Navigation Contributor Luke James is a freelance writer and journalist. Although his background is in legal, he has a personal interest in all things tech, especially hardware and microelectronics, and anything regulatory.
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