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“Meta has contracted ~1.6 GW of AI capacity from Crusoe across two sites (Childress TX, Warrenton MO)”
@ShanuMathew93
Meta's 1.6 GW AI data center buildout implies enormous GPU orders, reinforcing Nvidia as the dominant compute supplier
NVDALONG@ $213.27
$199.66-6.38%
since call Jun 18
peak +1.8%
“Meta has contracted ~1.6 GW of AI capacity from Crusoe across two sites (Childress TX, Warrenton MO)”
@ShanuMathew93
Meta's 1.6 GW AI data center contract signals accelerating compute buildout, expanding the moat for its AI ambitions
METALONG@ $572.65
$565.55-1.24%
since call Jun 18
peak +18.4%
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