Hyperscaler / Social Media
Menlo Park-based technology company operating Facebook, Instagram, WhatsApp, and the Meta AI platform. Projecting $115-135B in capital expenditure for 2026, the largest single-year infrastructure commitment in the company's history, driven by AI compute demand and the Llama model family.
Data Center Footprint
Meta is building multi-gigawatt AI campuses across the U.S. and expanding leased capacity through hyperscale cloud partnerships. The company's stated goal is to bring more than 1 GW of AI computing power online by 2026, with tens of gigawatts planned across the decade. Major owned-and-operated projects are concentrated in Louisiana, Ohio, and Indiana, while a $27B deal with Nebius supplements capacity starting in early 2027.
Energy Strategy
Meta has maintained net-zero emissions in its global operations since 2020 and has set a goal to achieve net-zero across its full value chain by 2030. The company holds contracts for more than 6 GW of wind and solar energy and is among the largest corporate renewable energy buyers in the world. As of 2024, Meta-supported clean energy projects were adding more than 15 GW of capacity to global grids.
Meta has committed to 6.6 GW of nuclear energy by 2035 — the largest corporate nuclear commitment in US history:
Renewables highlights: 791 MW Invenergy, 650 MW AES (TX/KS), 2.5 GW NextEra across 13 sites, 150 MW Sage geothermal.
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