https://jvq.net/tags/meta/ Recent content in Meta on JVQ.net: Just Very Quick Hugo en-us Fri, 10 Apr 2026 00:00:00 +0000 https://jvq.net/meta-just-committed-35-billion-to-coreweaves-gpu-farms/ Fri, 10 Apr 2026 00:00:00 +0000 https://jvq.net/meta-just-committed-35-billion-to-coreweaves-gpu-farms/ <p>Meta has signed a new deal to spend an additional $21 billion with CoreWeave between 2027 and 2032, on top of a prior $14.2 billion commitment. Total exposure: $35.2 billion to a single GPU infrastructure provider. Meta&rsquo;s projected capital expenditures for 2026 alone sit at $115 to $135 billion — nearly double 2025 levels.</p> <p>The logic is portfolio hedging. Meta is building its own facilities (including a major Texas data center) while simultaneously contracting with CoreWeave for scalable capacity it can access immediately without the 18-month construction timeline. CoreWeave benefits by diversifying away from Microsoft, which previously represented a dominant share of its revenue.</p>