Map / Model labs
Meta META
Builds its own campuses and rents from Google, CoreWeave and Nebius; 2026 capex $135 to 145B.
Depends on
- Broadcom: MTIA custom chips. Meta named as a custom-chip customer on Broadcom's Q3 FY26 call. Tech Insider, 2026-09
- AMD: GPUs, up to 6 GW. Expanded partnership announced Feb 24, 2026. AMD, 2026-02-24
- Google (Alphabet): TPU rental, multibillion-dollar. Meta may buy TPUs outright from 2027. The Decoder, 2026-02-27
- CoreWeave: GPU cloud, $35B+ total. $14.2B (2025) plus $21B more (April 2026). The Next Web, 2026-04
- Nebius: GPU cloud, $12B firm plus options. Up to $15B more optional. Nebius, 2026-04
- Constellation Energy: Clinton plant, 1,121 MW. 20 years starting June 2027. The Motley Fool, 2026-09-08
- Vistra: 2,176 MW nuclear. Perry, Davis-Besse and Beaver Valley; 2,609 MW by 2034. World Nuclear News, 2026-01-09
- TerraPower: Natrium reactors, up to 2.8 GW. Two reactors plus rights to six more. World Nuclear News, 2026-01-09
- Oklo: 1.2 GW campus, Ohio. First phase around 2030. World Nuclear News, 2026-01-09
- Entergy: Gas plants for Hyperion. Seven new plants, ten in total, over 7 GW. WinBuzzer, 2026-03-31
- Siemens Energy: Turbines for on-site gas in Ohio. Siemens Energy, Solar Turbines and Caterpillar supply Meta's off-grid Socrates South plant. MLQ, 2026
- News Corp: News archive license. Up to $50M a year for at least three years. Press Gazette, 2026-09-23
Supplies
No sourced links yet.
Data as of 2026-10-01. Cite as: Ye, Mike. "Meta" (meta). AI Lattice, dataset v0.1.0. https://ailattice.ai/e/meta/. How to cite.