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Meta announced a shift in focus from VR to AI, planning to invest in 10 gigawatts of AI infrastructure over the next decade under the new Meta Compute division. Led by Santosh Janardhan and Daniel Gross, this division will collaborate with governments on infrastructure development.

The growing demand for data centers in the US faces challenges due to rising electricity costs and supply issues. While major companies like Alphabet and Microsoft invest billions in new facilities, energy supply has become a bottleneck, with reports of delays in new data center connections.

In contrast, China has better energy access but faces restrictions on advanced technology. This creates geopolitical tensions, as energy availability is crucial for AI development in the US, impacting national competitiveness.