Meta Signs Deal for 1.6GW AI Capacity, Raises CapEx Guidance to $125-145B

According to market analysis reported on July 2, Meta signed an agreement with Crusoe Energy on June 30 to obtain 1.6GW of AI computing capacity from two data centers in Texas and Missouri. Simultaneously, Meta raised its full-year capital expenditure guidance to $125-145 billion, signaling continued investment in cutting-edge chips.

The dual moves suggest Meta is reallocating resources across hardware generations: deploying new high-end processors for advanced model training while redirecting older processors like H-series chips toward inference, external model hosting, and cloud services available for rent.