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35 days

Meta is reportedly using actual tents to build data centers

1. Meta is rapidly building its AI capabilities and infrastructure. 2. The new 5-gigawatt Hyperion data center is under construction. 3. Meta is hiring AI researchers to close the competitive gap. 4. Temporary data center tents are being built for faster deployment. 5. The new data center in Louisiana aims for 2 gigawatts by 2030.

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FAQ

Why Bullish?

Meta's commitment to AI infrastructure indicates potential for future revenue growth. Historical trends show tech companies investing in AI typically experience stock price appreciation.

How important is it?

The urgency in expanding AI capabilities suggests Meta is on path for competitive positioning, potentially driving investor optimism.

Why Long Term?

Building AI capabilities and infrastructure generally yields results over several years, akin to Amazon's investments.

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