Meta Platforms(US:META) Sou Hu Cai Jing·2026-01-13 03:22Core Insights - Meta CEO Mark Zuckerberg announced the launch of the Meta Compute initiative aimed at building gigawatt (GW) level AI infrastructure to accelerate the realization of "superintelligence" [1] - The company plans to construct power facilities reaching several tens of gigawatts over the next decade, with a long-term goal targeting hundreds of gigawatts [1] - This scale of computing power indicates significant energy consumption, positioning Meta to establish a physical layer advantage in the competitive AI landscape [1] Group 1 - Meta has established a clear leadership structure for the execution of the Meta Compute initiative, with global engineering head Santosh Janardhan overseeing the top-level plan [1] - Daniel Gross, former CEO of Safe Superintelligence, will lead a new team focused on long-term capacity strategy, vendor collaboration, industry analysis, and business modeling [2] - New president McCormick will leverage his diplomatic and financial background to engage with governments and sovereign entities to address infrastructure construction permits, deployment, and financing issues [3] Group 2 - In response to the increasing power demands of AI data centers, Meta is actively seeking long-term stable clean energy supplies [4] - The company has signed a 20-year power purchase agreement with energy giant Vistra to obtain electricity from three nuclear power plants in the central United States [4] - Meta is also collaborating with two companies focused on developing small modular reactors (SMRs), indicating that nuclear energy is becoming a core solution to support its extensive computing ambitions [4]