Overview
- Bloomberg reported the deals, which Reuters relayed on Thursday, say Meta has contracts with Crusoe for compute at two U.S. sites in Childress, Texas, and Warrenton, Missouri.
- The two facilities are said to provide roughly 1.6 gigawatts of combined capacity, a scale comparable to powering hundreds of thousands of homes.
- Neither Meta nor Crusoe has publicly confirmed the report and Reuters could not independently verify the details, leaving price and delivery timing undisclosed.
- Markets reacted mildly to the news, with Meta shares rising about 1.7% in trading before easing in after-hours, reflecting investor caution about implementation risks.
- The deals fit into a wider tech scramble for limited AI data-center capacity and could affect local power demand and hiring as Meta deploys infrastructure for its AI agent plans.