Meta Compute: Everyone Wants To Be A Cloud Zuck Takes Plan B? SpaceX 2.0, Bedrock 2.0, MSL Isn't Giving Up, Scaling RecSys by 10x... ClusterMAX ranking coming soon? https://t.co/RKHoW1Du89
Meta Compute: Everyone Wants To Be A Neocloud newsletter.semianalysis.com
AI Weekly's analysis
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- Meta has contracted over 5GW of capacity across cloud and colocation, per SemiAnalysis, after nearly 10GW of deals since early 2024.
- Meta is reportedly in final talks with Anthropic to host private Claude instances, akin to Bedrock or Vertex from rival hyperscalers.
- SemiAnalysis pegs Meta's strategy as four-track: frontier training, 10x-plus ads recsys, Claude hosting, and SpaceX-style external rentals.
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You can keep adding renewables and still watch the usable headroom crumble away…GONE by 2027 as we point out in our latest newsletter. But now that represents the point when datacenter operators stop waiting around, and crank up onsite gas.🔥 (3/3) https://t.co/MsQ485wK5F
US Grid Constraints: Towards 40GW+ of Behind-The-Meter Datacenter by 2028? newsletter.semianalysis.com
AI Weekly's analysis
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- SemiAnalysis projects 40GW+ of behind-the-meter datacenter capacity in the US by 2028, powering more than half of new datacenters that year.
- PJM's 2027/2028 auction cleared 134,478 MW at a 14.4% reserve margin against a 20% target, with grid headroom turning negative by 2027.
- ERCOT co-location filings total roughly 2,885 MW, including AWS at Comanche Peak (1,200 MW) and Crusoe's Goodnight Campus (525.5 MW).
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