Download this post…
Meta’s proposed Hyperion, one of many, will scale up to consume 5 Gigawatts of power, or enough to power between 3,750,000-4,500,000 homes. Compare that to New Jersey, which had 3,818,712 homes in 2024. What’s in Zuckerberg’s mind? He’s sure, double-down really sure, that Meta will be first company to achieve Artificial Super Intelligence (ASI), which will give him control over the whole world. ⁃ Patrick Wood, Editor.
Meta shares rose during the U.S. morning cash session after CEO Mark Zuckerberg announced on Threads that the company is building several massive data centers to support its superintelligence ambitions.
“For our superintelligence effort, I’m focused on building the most elite and talent-dense team in the industry. We’re also going to invest hundreds of billions of dollars into compute to build superintelligence. We have the capital from our business to do this,” Zuckerberg wrote in a post.
He continued, “We’re actually building several multi-GW clusters. We’re calling the first one Prometheus and it’s coming online in ’26. We’re also building Hyperion, which will be able to scale up to 5GW over several years. We’re building multiple more titan clusters as well. Just one of these covers a significant part of the footprint of Manhattan.”
Zuckerberg cited a recent report from tech blog SemiAnalysis that noted Meta was aggressively advancing toward superintelligence amid a series of setbacks in model performance, such as losing its lead in open-weight models to competitors like China’s DeepSeek.
Here’s more from SemiAnalysis…
Meta’s shocking purchase of 49% of Scale AI at a ~$30B valuation shows that money is of no concern for the $100B annual cashflow ad machine. Despite seemingly unlimited resources, Meta has been falling behind foundation labs in model performance.
The real wake-up call came when Meta lost its lead in open-weight models to DeepSeek. That stirred the sleeping giant. Now in full Founder Mode, Mark Zuckerberg is personally leading Meta’s charge, identifying Meta’s two core shortcomings: Talent and Compute. As one of the last founders still running a tech behemoth, Mark doesn’t need SemiAnalysis to tell him to slow down stock buybacks to fund the future!
Meta’s race for compute:
- Prometheus cluster in Ohio: Features an “all-of-the-above” approach (self-build and leasing) with on-site natural gas plants (e.g., 200MW units from Solar Turbines, Siemens Energy, and CAT).
- Hyperion cluster in Louisiana: Planned as the world’s largest campus by 2027, with over 1.5GW of IT power in phase 1.
And the race for talent and strategy
- Recruiting Executives: Meta has aggressively onboarded leaders such as Nat Friedman (ex‑GitHub), Alexandr Wang (Scale AI CEO), and Daniel Gross. The pitch: unmatched compute budgets, open-source impact, and access to >2 billion users. Comp packages can reach $200–300 million for four years.
- Scale AI Tie‑in: Meta’s $15–30 billion investment in—and 49% stake acquired from—Scale AI brings in essential data-labeling and evaluation expertise (SEAL lab) to strengthen LLM data pipelines
- M&A Activities: While Meta reportedly approached startups like Thinking Machines and SSI, only Scale AI joined the fold—focused on closing data quality gaps exposed by Llama 4’s struggles
In markets, Meta’s shares rose just over $1 to $725.50 on the news. The stock is up 24% year-to-date, trading in record-high territory amid the broader trend of the race for AI compute and talent.
All of this capital expenditure (capex) by Big Tech firms…
…has many on Wall Street increasingly asking whether this unprecedented AI spending surge will translate into sustainable new revenue streams.
Read full story here…
