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Serenity Says Meta Computing Power Remains Constrained

2026-07-01 14:21:05

Serenity said Meta is not cutting capital expenditure because of overbuilding. Serenity said Meta appears constrained by computing power after signing contracts exceeding $48 billion with CoreWeave and Nebius.

This page may contain third-party content, which is provided for information purposes only (not representations/warranties) and should not be considered as an endorsement of its views by Gate, nor as financial or professional advice. See Disclaimer for details.

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