Meta
American technology company operating social platforms and large-scale AI and data center infrastructure.
Shells rise in 18 to 24 months; grid power averages four years. The biggest AI builders have already contracted the firm megawatts everyone else is still queuing for.
Meta's first end-to-end account of running a 150 MW, 83,000-GB200 cluster - when power is the ceiling, the cluster, not the chip, is what you optimize.
xAI's Cortex 2, Meta's mega-clusters, and the $100B NVIDIA-OpenAI deal represent computing installations that dwarf anything on the official rankings. The supercomputing world hasn't reckoned with what that means.
The hyperscalers are spending $700 billion this year on AI infrastructure. The enterprise adoption rates don't justify it yet. Something has to give.