An internal Meta memo reveals plans to ramp AI infrastructure: 7GW compute this year, doub
An internal Meta memo reveals plans to ramp AI infrastructure: 7GW compute this year, doubling in 2027, $145B capex, and a new chip every six months. LTAs signed with Samsung, SanDisk (SNDK) for memory, and Sumitomo Electric for fiber optics.
“Nothing like an internal $META memo getting published. Showing AI ramping as usual: - LTAs signed with Samsung and $SNDK for memory - LTAs signed with Sumitomo Electric for fiber optics - Expected to deploy 7GW compute infra this year, and doubling in 2027. - as much as $145B capex spend this year “It plans to launch a chip about every six months through 2027””Original post：X / @aleabitoreddit ↗