Meta’s AI Buildout Seeks Outside…Meta’s AI Buildout Seeks Outside CustomersCoverage from AOL, Yahoo Finance, and others
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Meta is rapidly expanding AI computing capacity across large data center projects in the United States and Canada while considering ways to lease surplus capacity to other AI companies.
The strategy includes potential discussions with Anthropic, capacity agreements with Crusoe, a planned 5-gigawatt expansion of the Hyperion site in Louisiana, and a 1-gigawatt facility in El Paso, Texas. Meta is also developing custom AI chips to reduce reliance on external GPUs, but the scale of spending has raised questions about monetization timing, hardware depreciation, and returns on investment.
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09/18/2026
The story now quantifies Meta’s 2026 AI infrastructure spending at up to $145 billion and broadens the buildout to additional major sites. The emphasis also shifts toward financial exposure, including depreciation, operating constraints, and uncertain returns from surplus capacity.
07/23/2026
The story now adds more concrete scale and execution detail around Meta’s AI buildout, especially a newly specified 2026 deployment target and more explicit chip-production timing. It also sharpens the framing that excess capacity leasing remains only exploratory, with Anthropic talks still preliminary.
Meta Platforms raised its 2026 capital spending guidance on July 29, 2026, to fund expanded AI data centers and network infrastructure, including a planned El Paso, Texas, campus.
Meta announced a one-gigawatt El Paso, Texas, data center and expanded compute investment during its 2026 infrastructure buildout to support AI services and potential rentals.
Meta said during its latest quarterly earnings call that Meta is building 27 U.S. data centers and could spend up to $145 billion on 2026 capital expenditures.
SemiAnalysis forecasts Meta will lead AI compute capacity by 2026, citing Ohio Prometheus 1-gigawatt datacenter buildout and on-site 200MW gas generation plans.
7/9/2026 • Infrastructure & Site Development • General
Meta will expand the Hyperion datacenter in Richland Parish, Louisiana from 2.2 to 5 gigawatts as the company considers leasing or selling excess AI compute capacity.
Meta Platforms contracted with Crusoe in 2026 for AI computing capacity at two data centers in Childress, Texas and Warrenton, Missouri totaling about 1.6 GW.
Meta Platforms expanded planned AI data center investment after second-quarter earnings, prompting Wall Street analysts to lower price targets on Thursday over uncertain infrastructure returns.
Meta and Anthropic consider a two-year computing power leasing deal valued up to $10 billion, amid constrained AI compute supply and hyperscaler data-center buildout.
Meta CEO Mark Zuckerberg discussed leasing excess AI data center capacity as Meta’s 2025 spending and planned 2026 buildout expand Hyperion capacity in Louisiana and a Canadian site.
Meta plans to rent AI computing capacity as CEO Mark Zuckerberg discusses third-party hosting options, alongside a new Canada data center announcement and Muse Spark pricing.
Crusoe paused a planned 1.8-gigawatt AI data center campus in Cheyenne, Wyoming, prompting investor concerns as Lynx Equity linked the decision to Anthropic Claude pricing impacts on cloud providers.
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