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  7. Huxiu

    Meta's 14GW ambition and Blackstone's abandoned 22 months: AI infrastructure shifts to competing on resources and speed

    Meta is expected to invest $145 billion in AI infrastructure this year, with installed capacity reaching 14GW, while Blackstone's Digital Gateway data center project, which persisted for 22 months, ultimately withdrew its appeal and was terminated. The article argues that the bottleneck of AI infrastructure has shifted from chips to power and time; globally, 57% of data center projects are delayed by more than 3 months, and only projects with ready power, customer contracts, and construction conditions can continue to attract capital investment.

    Meta is expected to invest $145 billion in AI infrastructure this year, with installed capacity reaching 14GW, while Blackstone's Digital Gateway data center project, which persisted for 22 months, ultimately withdrew its appeal and was terminated. The article argues that the bottleneck of AI infrastructure has shifted from chips to power and time; globally, 57% of data center projects are delayed by more than 3 months, and only projects with ready power, customer contracts, and construction con

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