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kurt wagner

T3 · host / generalist

Leads big tech coverage; analyzed Meta's $50B Louisiana data center and $200B chip procurement as evidence of sustained AI capex.

1 call·1 name·100% bull·last heard 14 days ago·Bloomberg Tech
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$METAMeta Platforms

Meta continues massive AI capex with $50B Louisiana data center and $200B chip plan

Meta is not backing away from AI spending despite investor scrutiny; it announced a $50B data center in Louisiana and roughly $200B in chip purchases, signaling sustained infrastructure investment.

Bloomberg Tech2026-07→

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$META
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Meta Platforms
MEDkurt wagner·Bloomberg Tech·14 days ago
Meta continues massive AI capex with $50B Louisiana data center and $200B chip plan
Meta is not backing away from AI spending despite investor scrutiny; it announced a $50B data center in Louisiana and roughly $200B in chip purchases, signaling sustained infrastructure investment.
"THEY ANNOUNCED THEY WOULD SPEND $50 BILLION IN OTHER DATA CENTER IN LOUISIANA AND THAT DOES NOT INCLUDE PROJECTION OF $200 BILLION OR SO IN THE CHIPS THAT WILL GO INSIDE THAT DATA…"
20:49