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mr. TIM
timkellogg.me
did:plc:ckaz32jwl6t2cno6fmuw2nhn
Meta has 2.5 GW of compute in *just* the datacenters below its two main campuses shown below
total, they have 5 GW and are angling to become a neocloud, new cloud companies specializing in AI compute, like SpaceXAI
https://open.substack.com/pub/semianalysis/p/meta-compute-everyone-wants-to-be
2026-07-03T12:01:52.115Z