High -tech companies may be talking about their advanced nuclear power, that is, the flashy tendency to wipe out the energy sector, but has been adding a renewable ability.
Meta has recently signed a contract with Spain’s renewable developer ZELESTRA for 595 Megawatt’s 595 Megawatts’ solar power generation, and signed a contract only two weeks after signing another solar transaction with Utility Company ENGIE. 。 This is an important purchase for high -tech companies, indicating nearly 5 % bumps to the capacity of 12 or more gigawatts, which are currently contracted.
This announcement requires a large amount of capital investment in the data center because META CEO’s Mark Zuckerberg maintains its ambitious AI strategy.
Meta is a race to make four open source lamas models as rivals for close -sources such as Openai and ANTHROPIC. Also, DeepSeek has indicated that the model can be developed more efficiently, but the approach does not necessarily apply to state -of -the -art models such as LLAMA 4.
This year, Meta is planning to spend $ 60 billion in capital investment, most of which are called “strategic advantage” for the company’s infrastructure, and Zuckerberg states in the Wednesday revenue call. Ta.
Like many friends, Meta is betting that the reactor can provide stable power to future calculation needs, and is calling for proposals for 1-4 gigawatts online in the early 2030s. One gigawatt is enough to move about 750,000 houses.
However, the company cannot wait to add to the data center footprint. Meta, etc., is developing a huge amount of capital to build a data center that requires a large amount of power in response to it. There are some specialists who predict that half of all new AI data centers will be inadequate by 2027.
The nuclear power plant has been constructed for years, and the latest crops of the advanced reactor have not yet been commercially proven. Natural gas power plants are a little faster.
Neither can compete with the speed of renewable deployment.
Solar firms can be brought online in just 18 months. Because the technology is module type, some of the power plants can start supplying power before the last panel is connected.
With this speed, renewable energy, such as wind power, solar, and grid -scale battery storage, continued to continue new contracts from high -tech companies. In addition to this week’s transaction, Meta announced earlier this month that it has purchased 200 megawatts from the engine. In other places, Microsoft supports the Acadia Infrastructure Capital to the development of $ 90 billion of renewable energy, but Google has fixed $ 20 billion of $ 20 billion with rising power and TPG. 。