This contract is a symptom of a severe physical deficit. As Silicon Valley leaders stated at the recent G7 summit, the lack of available gigawatts has become the primary barrier to scaling artificial intelligence architectures. The choice of Crusoe is no accident: this company specializes in utilizing associated petroleum gas (which would otherwise be flared) to power high-density computing clusters. Mark Zuckerberg is solving two macroeconomic tasks at once: urgently expanding capacity to train future iterations of Llama to keep pace with Microsoft and Google, while formally maintaining ESG compliance (environmental standards) by powering servers with "clean" energy.
Source: Meta / Crusoe / Bloomberg / Reuters
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