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In Machines we Trust

Meta's Next-Gen Data Centers

In Machines we Trust

In Machines we Trust

Technology

00 Ratings

🗓️ 26 July 2025

⏱️ 12 minutes

🧾️ Download transcript

Summary

Meta's Next-Gen Data Centers offers a glimpse into how future AI systems will be powered at the hardware level. Our experts analyze the tradeoffs, benefits, and future of this direction.


Transcript

Click on a timestamp to play from that location

0:00.0

Mark Zuckerberg has taken two threads to make a massive announcement, and that is that

0:06.5

meta is currently building a 5 gigawatt AI data center, absolutely enormous.

0:14.6

And there's some crazy news about them, possibly just throwing up tents because they're trying

0:20.0

to get this thing so built so fast.

0:22.2

Mark Zuckerberg, who has, you know, famously been, it felt like lagging a little bit on AI.

0:29.5

Does not like that.

0:30.4

Does not like the people said he was, he was getting behind and is now going full tilt.

0:34.7

I feel like we kind of have these like hot and cold cycles from Mark where he

0:38.1

just goes really hard for like a few months. Then he like chills while everyone does something.

0:42.5

And then if anything, any crap is like starts hitting the fan or meta starts getting behind

0:46.2

an area. He comes back full swing and goes crazy. So we're in one of those moments. He's been on

0:51.3

an absolute tear, $100 million offers to tons of AI researchers.

0:55.2

He's just recruited all of tons of top talent from every single, every single one of the top

1:00.3

AI companies for his super intelligence project that he's building. And now the data center

1:07.7

element is coming, which is going to be very interesting and allow him to compete with a lot of other big companies, including OpenAI, Google, and X AI in kind of this

1:16.4

pairing that we're seeing where these, these, you know, these software tech companies are not

1:20.6

just building the models, but they're actually trying to build out the infrastructure as well,

1:23.6

because they know it's really just a very cutthroat race, especially when you have

1:29.0

companies like Google that control data centers or Google Cloud and the AI models.

1:34.6

And now you're trying to compete and then when they're trying to compete with Google,

1:37.6

maybe they are so desperate, they're going to go to Google for some of the compute.

1:41.1

And then all of a sudden it's like you're funding your competitor is going to turn around

...

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