MTIA chip roadmap, 2026 AI capex debate, Nebius $27B deal confirmed & AMD/Arm AGI CPU w/optical links/TSMC partnership; Ohio $12B Walleye off-grid; El Paso $10B+; Hyperion LA 7GW gas; Mercor hack pause; gas plants race; Tulsa Anthem pushback
Key Questions
What is Project Anthem in Tulsa and why is it facing criticism?
Project Anthem is a 340-acre data center in Tulsa, Oklahoma, linked to Meta, receiving an 85% tax abatement. Local criticism from residents and a councilor focuses on noise, high power demands, and only 50 jobs created, calling the deal 'bad'. FOX23 reports identify Meta as the company behind the project.
What are the details of the $12B Ohio data center deal?
The $12B deal involves a 10 GW AI campus in Ohio, backed by Meta and Nebius, named Vera Rubin, set for off-grid operation by 2027 in the Walleye project. It signals the next phase of U.S. data center expansion. Meta is seeking $3B in loans for the campus amid rising AI power risks.
What is the Nebius $27B deal?
Nebius Group confirmed a $27B deal with Meta, involving NVIDIA, CoreWeave, and Corning for data center infrastructure. This partnership changes the landscape for Nebius' growth in AI infrastructure. It includes expansions like Corning and Meta's North Carolina cable manufacturing facility.
Why did Meta pause work with Mercor?
Meta halted all work with AI recruiting startup Mercor after a major data breach affecting the $10B company. OpenAI is also investigating the incident. The breach led to Mercor losing a business contract with Meta.
What is the Hyperion project in LA?
Hyperion in LA is a $27B Entergy project for 10 gas plants providing over 7GW to support AI data centers. It reflects the race by Meta, Microsoft, and Google to build gas plants for AI power needs. Entergy's valuation has been upgraded post-Meta deal.
What are the details of the El Paso data center?
El Paso features a $10B+ data center with 11 buildings and 1GW capacity targeted for 2028. It is part of expanding AI infrastructure investments. The project aligns with broader U.S. data center growth.
What chip developments are mentioned involving TSMC, Arm, and MTIA?
TSMC is partnering with Arm on AGI CPUs using 3nm process in H2 2026, featuring optical links; MTIA chip roadmap with AMD involves $60-100B investment amid $115-135B 2026 AI capex debate. Meta is building a chip empire for superintelligence and AGI pursuits. These aim to fuel AI infrastructure.
What is the context of gas plants race for AI?
Meta, Microsoft, and Google are racing to build gas plants, like Google's high-emission natural gas data center, to meet AI power demands. Projects like LA Hyperion's 7GW+ underscore this trend. It ties into off-grid solutions and power risks in AI expansion.
Tulsa Project Anthem 340ac data center 85% tax abat criticized (noise/power/50 jobs); TSMC MTIA/Arm; Ohio $12B Meta-Nebius Vera Rubin '27 off-grid; Nebius $27B (NVIDIA/CoreWeave/Corning); LA Hyperion $27B Entergy 10 gas plants 7GW+; El Paso $10B+/11 buildings/1GW '28; Arm AGI TSMC 3nm H2'26; MTIA/AMD $60-100B ($115-135B '26 capex). Mercor pause post-breach.