Obinna Isiadinso’s Post

Meta is raising $29B to build AI data centers across America. They’re not using public debt or their $70B cash pile... Meta is engineering one of the largest private credit deals in history. $26B in debt and $3B in equity from firms like Apollo, Brookfield, KKR, Carlyle AlpInvest, and PIMCO. Instead of funding directly, they’re using a leaseback model: Investors build and own the data centers, and Meta leases them back. Why? Because #AI infrastructure is too big and too strategic for the old playbook. Meta wants speed. Flexibility. And no balance sheet drag. So they're treating AI infrastructure like a utility and financing it like one. What it funds: • 2+ GW of new data centers (larger than many cities' power needs) • Over 1.3M GPUs by end of 2025 • A re-architected physical backbone for the Llama AI ecosystem Why it matters: - This isn’t about chips anymore. It’s about who owns the land, power, and fiber underneath AI. - Private credit is now central to digital infrastructure. - And Meta is building a compute empire that rivals Microsoft, Amazon, and Google. The new arms race won’t be won with software. It’ll be won with steel, silicon, and sovereign-scale capital. The infrastructure wars have started. And Meta just fired the next shot. #datacenters