BREAKING
Musk, Zuckerberg Lead on AI Data Centers
Two Giants, Two Strategies
Colossus (xAI)Memphis
200,000+ GPUs H100/H200/GB200
Full capacity leased to Anthropic
Hyperion (Meta)Louisiana
Roughly 4M square feet
Meta training and inference
0MW+
Compute power
0days
Initial buildout
0+
GPUs total
0GW
Initial power
0GW
Power target
0M+
Local contracts $
AI Capex Race in 2026
Meta 2026 capex135
Big Tech total700
Power and Land, Not Models
AI NEWS BLITZ
Musk and Zuckerberg trail on AI models, but they're racing ahead on data centers.