Meta Compute: Zuckerberg Starts the "Gigawatt Race"

On January 12-13, 2026, Meta announced the launch of the strategic "Meta Compute" initiative. This is a massive plan to reorganize the infrastructure division to secure tens of gigawatts of energy for the company over the coming decade. The program involves signing long-term Power Purchase Agreements (PPAs) with nuclear and renewable energy sources while they are still in the design phase.

Reuters analysts note that Meta is changing the game: competition is now not for the number of H200/B200 chips, but for access to the power grid. The initiative consolidates data center management and energy procurement into a single force, allowing the company to build clusters of unprecedented scale despite global grid capacity shortages.

Source: Reuters