一份内部Meta备忘录显示AI基础设施扩张计划：今年部署7GW算力，2027年翻倍，资本支出高达1450亿美元，每六个月推出一款新芯片。已与三星、SanDisk（SNDK）签署内存
一份内部Meta备忘录显示AI基础设施扩张计划：今年部署7GW算力，2027年翻倍，资本支出高达1450亿美元，每六个月推出一款新芯片。已与三星、SanDisk（SNDK）签署内存长期协议，与住友电工签署光纤长期协议。
“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””原帖：X / @aleabitoreddit ↗