Meta Platforms(US:META) Jing Ji Ri Bao·2025-08-27 23:42Group 1 - Meta's CEO Mark Zuckerberg proposed a significant investment of $50 billion in Louisiana for AI data center infrastructure, which is five times the originally planned investment of $10 billion [1] - The Louisiana data center, named Hyperion, is expected to have strong computing capabilities to support digital infrastructure loads, including AI [1] - The investment is anticipated to benefit Taiwanese companies, particularly Quanta (2382) and Cheng Ming Electric, which are expected to collaborate on the project [1] Group 2 - A 1,000-watt AI data center is estimated to cost around $10 billion, and Meta plans to invest hundreds of billions to build multiple large AI data centers as part of its core strategy for "super intelligence" and "super computing" [2] - Meta will introduce a new generation of ASIC project AI servers named Santa Barbara, aiming to replace the existing Minerva servers, with a target of building 6,000 cabinets by the end of this year to next year [2] - The Santa Barbara servers are expected to have significant upgrades, with a thermal design power (TDP) exceeding 180 kW, requiring highly customized cabinets, sidecars, and water cooling components [2]