******Nebius wins up to $27B Meta infrastructure deal (incl $12B Ohio) + Meta open-sources new models under Alexandr Wang******
Key Questions
What is the Nebius-Meta infrastructure deal?
Nebius secured up to $27B over 5 years from Meta for AI infrastructure, including a $12B Ohio campus deal. This ties into SoftBank and SB Energy partnerships for expanded capacity.
What details are available about the Ohio AI campus?
The 10 GW Ohio AI campus is part of Meta's $12B deal with Nebius, signaling the next phase of U.S. AI infrastructure growth. It supports massive scaling for AI compute needs.
Is Meta open-sourcing new AI models?
Meta plans to open-source versions of new models, led by Alexandr Wang, though safety reviews have delayed releases. This was scooped by Axios and reposted by industry observers.
What happened with Mercor and Meta?
Meta paused collaboration with AI startup Mercor after a data breach exposed training secrets, freezing AI data work. This supply chain attack led to Mercor losing the business contract.
What is Moltbook and Meta's involvement?
Moltbook is a 'Reddit for OpenClaw agents' social platform for AI agents, launched in January 2026 and acquired by Meta for an undisclosed sum. It enhances Meta's AI agent ecosystem.
Meta up to $27B/5yrs Nebius AI infra incl $12B Ohio campus ties (SoftBank/SB Energy). NVIDIA ~7%/$2B/Tavily/$4B conv notes/Louisiana DC; Moltbook OpenClaw acq; Corning $6B; open-source models (Axios; Wang-led, delayed safety). Mercor breach pauses collab/40k+ lawsuits vs Meta/OpenAI/Anthropic.