$META just released its Muse Spark 1.1 AI model. An industry-competitive agentic and coding model. Also very competitive on the cost side! So $META is starting to ship on the AI model front, while at the same time they seem to have locked in the supply chain to double their AI capacity to 14GW in 2027. Yet the market thinks this is negative. $META also seems willing to sell excess capacity to the market, where they will get premium rates because of the compute shortage. The market is missing the forest for the trees.
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