[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]  FundamentalBottom [@FundaBottom](/creator/twitter/FundaBottom) on x 2494 followers Created: 2025-07-15 14:28:06 UTC $META's 5GW is truly of significant importance X GW data center corresponds to approximately $27Bn in CAPEX, including GPUs $15bn (400K GB300) + Networking $2bn + storage $0.8-0.9bn + power/cooling/HVAC $9bn. Besides Hyperion, there are also Prometheus under construction and the future Titan. This suggests that the current $64Bn CAPEX may grow to $100Bn within X years. In fact, I believe it might reach that in just X years That means ~20% CAPEX growth annually from 2026-2028 Such high CAPEX will put significant pressure on costs. What will META use to offset the decline in gross margin? Recommendation system efficiency improvements? Revenue from closed-source models? New AI application products? Coding Agents replacing engineers and other employees? Productivity improvements leading to accelerated product iteration? Moreover, this significantly changes the long-term AI narrative, with a very clear customer providing guidance across cycles, and with potentially implementable demand. We will soon showcase implementation scenarios in our META Preview this week. XXXXX engagements  **Related Topics** [$100bn](/topic/$100bn) [$64bn](/topic/$64bn) [titan](/topic/titan) [$9bn](/topic/$9bn) [$0809bn](/topic/$0809bn) [coins storage](/topic/coins-storage) [$2bn](/topic/$2bn) [$15bn](/topic/$15bn) [Post Link](https://x.com/FundaBottom/status/1945128241553080820)
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
FundamentalBottom @FundaBottom on x 2494 followers
Created: 2025-07-15 14:28:06 UTC
$META's 5GW is truly of significant importance X GW data center corresponds to approximately $27Bn in CAPEX, including GPUs $15bn (400K GB300) + Networking $2bn + storage $0.8-0.9bn + power/cooling/HVAC $9bn. Besides Hyperion, there are also Prometheus under construction and the future Titan. This suggests that the current $64Bn CAPEX may grow to $100Bn within X years. In fact, I believe it might reach that in just X years That means ~20% CAPEX growth annually from 2026-2028 Such high CAPEX will put significant pressure on costs. What will META use to offset the decline in gross margin? Recommendation system efficiency improvements? Revenue from closed-source models? New AI application products? Coding Agents replacing engineers and other employees? Productivity improvements leading to accelerated product iteration? Moreover, this significantly changes the long-term AI narrative, with a very clear customer providing guidance across cycles, and with potentially implementable demand. We will soon showcase implementation scenarios in our META Preview this week.
XXXXX engagements
Related Topics $100bn $64bn titan $9bn $0809bn coins storage $2bn $15bn