The AI infrastructure race is quietly being reshaped as senior Stargate executives defect to Meta's newly formed Compute Infrastructure Group. Meta is already guiding $60–65 billion in capital expenditure for 2025 alone — a figure that rivals the annualised pace of the much-publicised $500 billion Stargate project. After listening, you'll understand why the real power shift in AI has nothing to do with model breakthroughs and everything to do with data centers, org charts, and who can write the biggest check.

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LINKS & RESOURCES

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This episode was produced using AI-generated voices and scripting.