Published October 21, 2026 · Material disclosures reviewed October 21, 2026

FJ Insights · Compute, Power and Delivery

The Infrastructure Behind the Race to Superintelligence

Meta says the first phase of Prometheus is complete while a larger Louisiana campus remains under development. Power projects, network design and financing records distinguish delivered computing infrastructure from future plans.

Meta said on October 19 that the first phase of Prometheus, its computing cluster in New Albany, Ohio, was complete and had trained its Muse models. The company is expanding the cluster toward future models from Meta Superintelligence Labs. Meta’s latest engineering account.

An October 12 announcement named Muse Wonder and Muse Wonder Full as models trained at Prometheus and described them as a step toward Meta’s goal of personal superintelligence. Meta’s model announcement; official location confirmation.

In Richland Parish, Louisiana, Meta is preparing Hyperion on a larger scale. Its July expansion announcement set out 5 gigawatts of planned “compute capacity” and more than $50 billion of investment in the region. That announcement described a future training cluster; the Ohio disclosure identifies models already trained. Meta’s Louisiana expansion.

Connecting a distributed training cluster

Prometheus is spread across conventional data-center buildings, weatherproof outdoor structures and adjacent leased space. Meta’s October 12 engineering account describes a network layer that joins those locations into one cluster and puts its 2026 scale at roughly 1 GW. The later October 19 account says hundreds of thousands of GPUs are in place, with roughly one million planned at full scale. Completion of the first phase is not confirmation that the whole 1 GW buildout is commissioned; neither account gives measured cluster-wide power demand. October 12 network account; October 19 phase update.

The network is part of the infrastructure challenge. Meta says longer links complicate traffic management and can allow congestion or failures to affect the wider system. Its designs seek to keep training running as traffic moves among buildings and equipment fails.

GamesBeat’s September reporting on a presentation by Meta infrastructure chief Santosh Janardhan described training jobs running while construction continued. He also described construction dust causing problems for fiber connections, a practical hazard when operating and unfinished facilities share a site. GamesBeat’s report.

Socrates South, a gas-fired plant built to supply Meta’s New Albany data-center campus, entered service in late July, Williams reported in August. At that time, its sister North facility was still under construction, with service expected in the fourth quarter. Williams’ filing, page 52; Data Center Frontier’s account of the supply arrangement.

Nuclear power is part of Meta’s longer-term supply plan. Agreements announced in January cover up to 6.6 GW of existing and prospective generation by 2035 across grids serving its operations. The package spans existing Vistra plants, planned increases in their output and advanced-reactor development. The figure describes that wider portfolio rather than power already delivered to Prometheus. Meta’s nuclear agreements.

New Albany’s government clarified that the agreements do not involve a nuclear plant in the city. City statement.

Hyperion requires a larger power buildout

Louisiana regulators approved the initial package of three gas-fired generating units and associated transmission in August 2025. Entergy broke ground that December on the two Franklin Farms units in Richland Parish, targeting late-2028 operation. Commission order; Entergy’s groundbreaking announcement.

The expansion has a separate regulatory track. In March 2026, Entergy proposed seven additional gas-fired units totaling more than 5,200 MW, alongside transmission and other resources. An October settlement involving Entergy, commission staff and Walmart remained subject to commission approval. The October 19 administrative-law-judge report recorded unresolved contested issues and set post-hearing briefs for November. Entergy’s March proposal; October settlement filing; administrative-law-judge report.

WVUE’s May visit documented construction at Entergy’s facilities and the local pressures accompanying the buildout. Entergy said Meta would cover construction costs. The Alliance for Affordable Energy questioned the risk to other customers if Meta’s demand did not endure. WVUE’s site report.

The gigawatt figures also measure different things. Generation capacity describes what power plants can produce. Facility demand includes cooling and power-delivery equipment as well as computers; IT power capacity covers the computing equipment. The Department of Energy makes the facility-versus-IT distinction in its data-center efficiency guidance. DOE guidance.

Meta labels Hyperion’s 5 GW target “compute capacity.” How that planned figure relates to Entergy’s generating capacity and the campus’s eventual electricity demand remains unspecified.

Financing the buildings and infrastructure

In October 2025, Meta and funds managed by Blue Owl Capital formed a venture with an estimated $27 billion development cost covering buildings and long-lived power, cooling and connectivity infrastructure. Blue Owl-managed funds own 80%; Meta retains 20% and provides construction and property management. Joint-venture announcement.

Meta’s second-quarter 2026 filing says leases for the Louisiana venture are scheduled to begin in 2029, with initial four-year terms and renewal options. It also discloses conditional guarantees tied to the properties’ residual value if Meta terminates or declines to renew a lease. The 2029 date applies to those leases; the filing gives no completion date for the full 5 GW expansion. Meta’s quarterly filing, Note 5.

The $27 billion venture and the later announcement of more than $50 billion of regional investment cover different scopes and cannot simply be added together. The July expansion announcement leaves its effect on the venture’s financing unexplained.

Stargate and Colossus provide related examples

OpenAI has also identified a model trained at a named campus. In April, it said GPT-5.5 was trained at Stargate Abilene in Texas on Oracle Cloud Infrastructure using Nvidia GB200 systems. Abilene is one site in Stargate, the wider compute program supporting OpenAI’s artificial general intelligence ambitions. OpenAI’s account.

On its September 10 earnings call, Oracle said six of the campus’s eight buildings had been delivered to its customer. Developer Crusoe has separately announced an adjacent Microsoft campus. That development is separate from the existing OpenAI/Oracle site. Oracle management’s account; Crusoe’s project boundaries.

Colossus, developed by xAI in Memphis, supplies another documented training example. In July 2025, xAI said it used the cluster for Grok 4’s reinforcement-learning training. SpaceX acquired xAI in February 2026. Grok 4 disclosure; acquisition announcement.

In May, Anthropic announced that it had agreed to use all computing capacity at Colossus 1 to expand Claude capacity, with access expected that month. On May 28, Anthropic said its SpaceX agreements covered GPU capacity in both Colossus 1 and Colossus 2. SpaceX’s October 20 results describe the continued buildout of Colossus II. These disclosures do not provide a current site-by-site account of workloads or utilization. Anthropic’s initial announcement; May 28 scope update; SpaceX’s results.

From construction to capability

Prometheus has produced named models, according to Meta. Hyperion’s larger plan depends on construction and electricity resources arriving in phases. Across these projects, buildings, working training clusters and released models mark different stages of progress. Whether the models achieve superintelligence is a separate question about their capabilities, one that the infrastructure announcements cannot answer.

About this reporting

Public company disclosures, regulatory and utility records, and original published reporting were reviewed October 19, with material disclosures refreshed October 21, 2026. Company statements about model training and project capacity remain attributed. No original interviews, site visits, operating-load measurements or independent model evaluations were conducted. Generation, facility and IT-power figures retain their disclosed scope; no workload allocation or investment return is inferred.

Four selected U.S. infrastructure examples; no representative cohort, current utilization ranking or achieved-superintelligence claim.

Hyperion project evidence · Stargate Abilene project evidence · Colossus project evidence · Related analysis: AI’s Debt Boom Faces a Delivery Test · More FJ Insights

Sources and Claim Verification · 27 Documents

Twenty-seven reader-facing documents support the dated comparison. October 21 refresh adds Meta’s first-phase milestone, the wider Anthropic agreement, SpaceX’s latest quarterly disclosure and updated Louisiana proceedings. Company claims remain attributed; no independent operating-load or model-capability certification is claimed.

  1. Meta AI Research · 2026-10-12

    Muse Wonder and Muse Wonder Full trained at Prometheus; personal-superintelligence ambition. Developer statement, not independent capacity or capability certification. No full 1 GW commissioning claim.

  2. Meta Newsroom · 2026-01-09

    Prometheus location; nuclear portfolio up to 6.6 GW of existing and future generation by 2035. Page updated January 12. Portfolio spans projects and timelines; neither all new generation nor current dedicated Prometheus supply.

  3. Meta Data Centers · 2026-07-13

    Hyperion plan: 5 GW under company compute-capacity label and over $50 billion regional investment. Announced future scale, not energized IT load or verified spending. No reconciliation to venture financing or utility generation.

  4. Engineering at Meta · 2026-10-12

    Distributed Prometheus topology, roughly 1 GW 2026 description, network-management challenges. Company technical account; does not disclose metered draw or complete commissioning. Scope includes leased and outdoor structures.

  5. GamesBeat; Dean Takahashi · 2026-09-23

    Janardhan described training during construction and concrete-dust/fiber problems. Original event reporting of company testimony; not independent measurement of power, GPU inventory or reliability.

  6. The Williams Companies, Form 10-Q · 2026-08-03

    Printed page 52: Socrates South service in late July; North construction and fourth-quarter target. Does not name Meta in the relevant paragraph; customer link separately sourced. Socrates North service has not been verified in the reviewed material.

  7. Data Center Frontier; David Chernicoff and Matt Vincent · 2025-08-22

    Links Socrates South/Williams to Meta New Albany/Prometheus. Used only for named-customer/site relationship. Historical financial estimates, timing and capacity claims elsewhere in report are superseded or excluded.

  8. City of New Albany · 2026-01-15

    Nuclear agreements do not site a nuclear plant in New Albany. Not a complete current energy-flow accounting for distributed Prometheus; later direct gas generation is separately disclosed.

  9. Louisiana Public Service Commission, Order U-37425 · 2025-08-29

    Initial three-unit generation/transmission package approved following August 20 decision. Subject to order conditions; does not approve later U-37882 expansion or establish campus operation.

  10. Entergy Louisiana · 2025-12-01

    Franklin Farms 1/2 groundbreaking and late-2028 operation target. Construction milestone and company forecast, not commissioned power. Later 2025 performance report corroborates December start.

  11. Entergy Louisiana via PR Newswire · 2026-03-27

    Seven additional gas units exceeding 5,200 MW proposed with transmission and other resources. Generating capacity; not campus IT load. Filing/proposal, not final approval; advertised customer savings remain projections.

  12. LPSC U-37882 October notice of settlement · 2026-10-15

    Entergy/Staff/Walmart settlement executed October 6, notice dated October 14 and recorded October 15; subject to Commission approval. Public redacted record, not a Commission merits approval. Full notice and publicly released term sheet reviewed; confidential attachments not accessed.

  13. WVUE / FOX 8; Thanh Truong · 2026-05-12

    Entergy-site construction, utility cost assurances, and Alliance for Affordable Energy stranded-cost concerns. Reporter visited utility works, not inside Meta site. Concerns/assurances are attributed; article predates July expanded project scope.

  14. U.S. Department of Energy, FEMP · Document date not established

    Separates facility energy consumption from IT-equipment consumption for efficiency measurement. Undated current page; general definition, not a measurement or PUE estimate for any campus covered.

  15. Meta Newsroom · 2025-10-21

    Blue Owl funds 80%, Meta 20%; approximately $27 billion buildings/long-lived-infrastructure development scope. Page also shows November 14 update. Not total expanded regional investment or proof all later expansion is financed.

  16. Meta, Form 10-Q for June 30, 2026 · 2026-07-30

    Note 5: Louisiana venture leases commence 2029, four-year initial terms, renewal options and conditional residual guarantees. Contract disclosure, not entire 5 GW buildout completion. No probability or investment-return inference.

  17. OpenAI · 2026-04-29

    Stargate AGI-program ambition and GPT-5.5 training at Abilene on OCI/GB200. Dated training claim; program totals cannot be assigned to Abilene. Does not establish achieved AGI.

  18. Oracle management, transcript reproduced by The Motley Fool · 2026-09-11

    September 10 call: six of eight Abilene buildings delivered to customer. Company claim, not independent commissioning audit. Non-comparable MW totals and corporate utilization are not used.

  19. Crusoe · 2026-03-27

    Adjacent Microsoft campus distinct from existing eight-building OpenAI/Oracle site. Combined development footprint does not make all capacity OpenAI capacity. Proposed generation and critical IT loads differ.

  20. xAI Memphis page · Document date not established

    Colossus location in Memphis. Live page, reviewed October 19. GPU roadmap and stale planned dates not used; current branding differs from historical xAI name.

  21. xAI · 2025-07-09

    Historical Colossus reinforcement-learning training for Grok 4. Does not establish present exclusive Grok use or whole-estate workload. Performance marketing claims and GPU counts not repeated.

  22. xAI / SpaceX · 2026-02-02

    SpaceX acquired xAI. Current page branding is retroactive. Historical xAI and parent SpaceX names are retained; rebranding does not itself establish legal restructuring.

  23. Anthropic · 2026-05-06

    Agreement for all Colossus 1 compute capacity, intended to increase Claude capacity, with access expected that month. Signed commitment and anticipated access, not independently verified delivery or current utilization.

  24. SpaceX, third-quarter 2026 earnings release · 2026-10-20

    Continued Colossus II buildout; latest quarterly disclosure. Segment-level nameplate compute is not site-specific operating load or current workload allocation; excluded from article.

  25. Engineering at Meta: Inside Prometheus · 2026-10-19

    Completed first phase trained Muse models; current broad GPU count versus full-scale target; phased buildout and cooling/network systems. Company account; first-phase completion does not verify whole 1 GW commissioning, exact GPU inventory or measured cluster draw.

  26. Anthropic Series H announcement · 2026-05-28

    SpaceX agreements for GPU capacity in both Colossus 1 and Colossus 2. Agreement scope, not independently verified delivery, utilization or exclusive current workload allocation.

  27. LPSC U-37882 administrative-law-judge report of proceedings · 2026-10-19

    Report pp8–10 lists contested issues; pp11–12 sets November12 briefs and November25 replies. Signed October19. Procedural record, not final merits approval or rejection.