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Infra2026-07-29 · source-backed
CNBC covered the July 28 announcement of a 1 GW campus coming online from 2028. BlackRock contributes about $4.9B cash equity and leads roughly $12.5B in debt alongside GIP and HPS; Meta contributes land and construction-in-progress worth about $2.3B, manages construction and operations, and is sole initial occupant. An 80/20 split on your own campus is the clearest signal yet that hyperscalers are moving AI capex off their balance sheets onto infrastructure capital.
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CNBC covered the July 16 reveal, timed to Jensen Huang's Japan visit, of a world model built to perceive and navigate physical environments in real time. Nvidia is forming a physical-AI coalition Fujitsu, Hitachi, and Kawasaki intend to join. This is the clearest signal yet th...
Meta, Google, and BlackRock are jointly putting more than $265 million into construction trades recruitment: Meta $115 million for year one of a program enrolling roughly 5,000 people in a month-long course with transportation and housing covered, Google $50 million to the IBE...
This is a supply-chain fact, and most people are still treating it as a geopolitics argument. Sequoia published "America's Open-Model Paradox" on July 24 with the number that reframes the whole conversation: Qwen's share of open-model fine-tunes went from 1% in January 2024 to...
The NYT reported on July 17 that the June 2026 proposal is structured as monthly installments with an early-exit clause for either side, and would sit alongside Anthropic's existing $45B three-year SpaceX GPU deal from May. Meta fell about 6% intraday before closing down 2%. T...
Confirmed to CNBC; it stopped accepting new customers in early July. The widely-shared "46% of MTurk tasks were done by AI" figure comes from a 2023 academic survey of workers using AI tools, not a 2026 measurement, so don't cite it as current. The displacement worth naming is...
Muse Image, from Alexandr Wang's lab, generates and edits from text, writes and runs code to produce accurate plots and QR codes, and searches the web to ground outputs. It launched free in Meta AI, WhatsApp, and Instagram Stories, and immediately drew pushback for training on...
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