Meta Scales Hyperion Data Center to 5GW and $50 Billion
Meta escalated its AI infrastructure buildout on July 13 by expanding the Louisiana Hyperion project to 5 gigawatts and $50 billion, nearly doubling prior targets. The move follows formalization of the 'Meta Compute' cloud unit on July 11-12 that triggered an 11% drop in CoreWeave shares and a 6% rally in Meta after reports showed infrastructure costs of just $22 billion per gigawatt. Capex guidance was lifted to $125-145 billion for 2026 with plans for 14 GW of capacity by 2027, positioning Meta to challenge AWS and specialized cloud providers despite earlier concerns over AI agent progress and layoffs.