Meta reports $825B in future lease and contract commitments
THE SO WHAT
An $825B stack of future leases and contracts—mostly for data centers and compute—shows AI infra is now being financed like long-lived utility assets, not discretionary IT. If you’re a smaller player betting on custom hardware or private clouds, assume hyperscaler-style precommitment is the bar and look for ways to ride their capex rather than mirror it.
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