Meta announces massive 'Prometheus' & 'Hyperion' data center plans

AI Investment and Strategy - Meta is aggressively investing hundreds of billions of dollars in compute buildout to achieve super intelligence, aiming for AI systems that outperform humans [1][2] - Meta is building multiple multi-gigawatt clusters, including Prometheus (coming online in 2026) and Hyperion (scaling to 5 gigawatts over several years), requiring more energy than some countries [2][3] - Meta aims to have the highest compute per researcher in the industry, potentially surpassing hyperscalers like Microsoft and Amazon in raw model training capacity [3] - Zuckerberg is focused on controlling the compute, team, and model building to reduce dependence on others for the next frontier model [4][5] Competitive Landscape - Meta's investment puts it in direct competition with OpenAI and Oracle's Project Stargate [3] - Google is also investing heavily, with plans to have a one-gigawatt supercluster online [6] - The race for AI dominance is shifting power back to model builders who own the stack and have the capital to build and train at scale [5][6] Business Model and Future Vision - Meta's advertising-driven business model generates significant cash, which is being reinvested in AI models to optimize ad load and consumer experience [9] - Zuckerberg aims to expand Meta's AI capabilities beyond advertising, envisioning Meta AI as a chatbot and AI coding platform [10] - The ultimate goal is to achieve "super intelligence" and reap the rewards of a platform shift [11]