Meta

Linux Foundation ships OpenMDW-1.1 (Nvidia adopts for four model families); days later the G7 replaces the binary open/closed split with a spectrum

Five Thinking Machines founders hired, one on a reported $1.5bn package; Muse Spark breaks with the open-source Llama tradition

A $27bn Blue Owl-funded megacampus in Richland Parish triples its on-site gas to ~7.7GW, about seven times New Orleans' peak demand, via an expanded Entergy deal

Amazon ~$200bn, Microsoft ~$190bn, Alphabet $175–185bn, Meta $125–145bn, a combined AI buildout larger than most national budgets, with component inflation now a line item

Meta's Talavera site would draw ~504m litres/yr mostly from the Tagus; Amazon seeks a 48% water rise in Aragón; Lleida banned data centers as drought collides with the AI build