Meta内部备忘录曝光：今年资本支出高达1450亿美元

Nothing like an internal $META memo getting published.

Showing AI ramping as usual:

• LTAs signed with Samsung and $SNDK for memory - LTAs signed with Sumitomo Electric for fiber optics - Expected to deploy 7GW compute infra this year, and doubling in 2027. - as much as $145B capex spend this year

“It plans to launch a chip about every six months through 2027”