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Jon Keegan

Zuckerberg: Meta building city-sized AI data center, going on $65 billion spending spree

The future of AI will be measured in gigawatts, GPUs, and the square mileage of your data centers.

Today Meta CEO Mark Zuckerberg announced that the company will be going big on capital expenditures this year, planning to spend up to $65 billion in 2025.

According the map Zuckerberg shared, the data center would occupy approximately 4.3 square miles (about 120 million square feet), an area that would cover a “significant part of Manhattan.”

In addition to the Richland Parish, Louisiana, supersized data center, Zuckerberg said the company will be able to fill it with powerful hardware:

“We’ll bring online ~1GW of compute in ’25 and well end the year with more than 1.3 million GPUs.”

All of the Big Tech companies and AI startups have been in a bit of a measuring contest to see who has the largest number of powerful Nvidia GPUs, which are used for training and running AI services.

Zuckerberg teased the company’s upcoming Llama 4 AI model, saying he expected it would start contributing “increasing amounts of code to our R&D efforts.” Meta recently announced it would be laying off about 5% of its workforce, focused on the “lowest performers” in preparation for what Zuckerberg warned employees would be “an intense year.”

Meta’s massive capex outlay comes as the Trump administration is signaling to the AI industry that it wants the US to dominate the field and is throwing its support behind large AI infrastructure projects like the recently announced “Project Stargate” joint venture between Oracle, OpenAI, and SoftBank.

According the map Zuckerberg shared, the data center would occupy approximately 4.3 square miles (about 120 million square feet), an area that would cover a “significant part of Manhattan.”

In addition to the Richland Parish, Louisiana, supersized data center, Zuckerberg said the company will be able to fill it with powerful hardware:

“We’ll bring online ~1GW of compute in ’25 and well end the year with more than 1.3 million GPUs.”

All of the Big Tech companies and AI startups have been in a bit of a measuring contest to see who has the largest number of powerful Nvidia GPUs, which are used for training and running AI services.

Zuckerberg teased the company’s upcoming Llama 4 AI model, saying he expected it would start contributing “increasing amounts of code to our R&D efforts.” Meta recently announced it would be laying off about 5% of its workforce, focused on the “lowest performers” in preparation for what Zuckerberg warned employees would be “an intense year.”

Meta’s massive capex outlay comes as the Trump administration is signaling to the AI industry that it wants the US to dominate the field and is throwing its support behind large AI infrastructure projects like the recently announced “Project Stargate” joint venture between Oracle, OpenAI, and SoftBank.

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Meta will surpass Google in ad revenue this year, new industry data shows

In a world supported by digital ad dollars, Meta may soon be king. The Instagram owner’s net digital ad revenues are expected to hit $243.5 billion in 2026, surpassing Google’s projected $239.5 billion, according to new data from eMarketer.

The shift is happening as Big Tech companies, including Meta and Google, are increasing their spending on AI in hopes that AI will grow their top and bottom lines.

On the company’s last earnings call, Meta CFO Susan Li credited AI with driving performance gains, and said that growth will continue: “We expect the set of investments we’re making in 2026 will enable us to drive further gains as we continue to integrate AI across all layers of the marketing and customer engagement funnel.”

“In surpassing Google, Meta has essentially had many of its core strategies validated,” said Max Willens, principal analyst at eMarketer. “Meta has long understood that scale, network effects, and habits are more important than anything else in digital media. It has carefully built and defended the advantages it has in all three areas.”

JAPAN-FOOD-DRINK-SCIENCE-REASEARCH-MSG-AJINOMOTO

What does delicious Asian food seasoning have to do with a potential bottleneck for AI chips?

Japanese food flavoring company Ajinomoto, which commercialized MSG, also makes a key component in AI chips. It’s having trouble scaling to meet demand.

tech

Report: Microsoft looks to remake Copilot in the image of OpenClaw

Microsoft is feeling the heat from all corners of the tech world as it tries to infuse its productivity apps with useful AI tools.

OpenAI, Anthropic, and now open-source OpenClaw are enabling powerful agentic AI that can do work on your computer for you — including productivity functions like managing emails, spreadsheets, and slide decks.

This is obviously an area where Microsoft needs to compete, or it will be left in the dust by AI startups.

The Information reports that Microsoft is indeed realizing this, and is now trying to reboot its many Copilot tools to act more like the extremely popular DIY agentic AI tool OpenClaw.

OpenClaw is usually set up running on a dedicated personal computer, and given access to all of a user’s permissions and logins. The user issues orders to OpenClaw through messaging apps like Telegram or WhatsApp, and the agent goes off and completes tasks in the background, notifying you when they’re done. But many users have had security disasters with the setup, so Microsoft is looking to borrow the popular concept but implement the strict security controls needed for use in enterprise environments.

According to the report, Microsoft CEO Satya Nadella has made revamping 365 Copilot a top priority.

This is obviously an area where Microsoft needs to compete, or it will be left in the dust by AI startups.

The Information reports that Microsoft is indeed realizing this, and is now trying to reboot its many Copilot tools to act more like the extremely popular DIY agentic AI tool OpenClaw.

OpenClaw is usually set up running on a dedicated personal computer, and given access to all of a user’s permissions and logins. The user issues orders to OpenClaw through messaging apps like Telegram or WhatsApp, and the agent goes off and completes tasks in the background, notifying you when they’re done. But many users have had security disasters with the setup, so Microsoft is looking to borrow the popular concept but implement the strict security controls needed for use in enterprise environments.

According to the report, Microsoft CEO Satya Nadella has made revamping 365 Copilot a top priority.

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Tesla competitor Slate closes $650 million funding round and says 2026 production is “on time and on budget”

Tesla competitor Slate Auto said it closed a $650 million Series C funding round led by TWG Global, giving it the “operating capital to reach the next stage of development.” Slate’s new CEO, Peter Faricy, says it has more than 160,000 reservations, up from 150,000 in December, and is “on time and on budget” to deliver its first mid-$20,000 electric trucks to customers by the end of 2026.

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