BofA models Meta deploying 5-6GW owned capacity in 2027 at $200B cost
Beth_Kindig · x · 2026-09-25
Citing BofA's model, Meta is expected to deploy 5-6GW of owned compute capacity in 2027 at a cost of about $200 billion, with its custom silicon push saving roughly $8.5 billion — a move with implications for Broadcom, Nvidia and AMD.
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