Hey everyone,
In this article, I analyzed how big is Meta’s AI data center footprint and how much revenue & profit it could generate. I also shared what moves could change sentiment on the company, and on top of it, I also shared why I believe Meta is right now in a unique position (with leverage) in this AI race that has morphed into a capital race, but why Meta needs to act is weeks, not years. For Meta Compute, it’s now or never.
This article is exclusive for paid subscribers.
Let’s get into it.
How many gigawatts does Meta actually have?