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Meta Invests in AI Scale

Jan 13, 2026
Explore Meta's ambitious plans to invest heavily in AI infrastructure, aiming to create a formidable competitive edge. The discussion highlights the significance of energy demands as AI power usage is expected to skyrocket in the next decade. Learn about the leadership driving these initiatives and how Meta's strategies compare to tech giants like Microsoft and Alphabet. The podcast also delves into innovative energy partnerships that could reshape the industry, making this a pivotal moment in AI development.
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INSIGHT

Infrastructure As A Strategic Moat

  • Meta treats AI infrastructure as a strategic competitive moat rather than a supporting function.
  • Access to large-scale compute and energy will increasingly decide AI leadership.
INSIGHT

Meta Launches Meta Compute

  • Meta launched 'Meta Compute' to massively scale its AI infrastructure footprint.
  • The initiative focuses on compute, energy, and long-term capacity planning as core priorities.
INSIGHT

Huge Energy Ambitions

  • Meta plans to expand energy usage at scales rarely seen outside utilities or nation-states.
  • Zuckerberg said Meta plans to build tens of gigawatts this decade and hundreds over time.
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