
Meta's $35B GPU Bet and the AI Infrastructure Race
The AI industry has always been a race — but in April 2026, the nature of that race changed. Meta announced a $21 billion GPU capacity deal with …

The AI industry has always been a race — but in April 2026, the nature of that race changed. Meta announced a $21 billion GPU capacity deal with …

The assumption that bigger is always better has governed AI development for nearly a decade. Scaling laws, first articulated by OpenAI …