Five Gigawatts Need a Town
Meta's five-gigawatt Louisiana expansion puts a town, a utility, and a public balance sheet inside the AI compute story.
CNBC's Hyperion report establishes the more-than-$50-billion expansion, while Meta's announcement describes the five-gigawatt plan, new generation, utility agreement, and local benefits.
Phaidra's AI Engineer talk shows why its infrastructure search failed as the equipment tree grew and how deterministic set operations replaced exact model search.
Nathan Lambert's open-model warning separates an undefined licensing risk from any policy the White House has formally proposed…
The skinny
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