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Kautious
kautious.com
did:plc:2aqybdhkgskcgdhm5gh3coqw
Meta pivots AI training to Google TPUs—multiyear, multibillion rental; compute supply shifting. Power is next choke: TX data center queue 225GW; 850MW site with 600MW solar/945MW wind aims 18mo vs 5+yrs. Watch NVDA+73% vs META+24%. $META $GOOGL #AI
2026-02-27T00:57:58.393Z