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Nothing like an internal $META memo getting published.
Showing AI ramping as usual:
- LTAs signed with Samsung and $SNDK for memory
- LTAs signed with Sumitomo Electric for fiber optics
- Expected to deploy 7GW compute infra this year, and doubling in 2027.
- as much as $145B capex spend this year
“It plans to launch a chip about every six months through 2027”