Meta signs new AI computing deals with data-center firm Crusoe

Reuters, citing Bloomberg, reports Meta has signed new agreements with data-center developer Crusoe to obtain additional AI computing power, part of its ongoing infrastructure buildout. Terms of the deals were not disclosed, but the move fits a clear pattern: the largest AI players are racing to lock up compute and power capacity wherever they can find it.

Crusoe has carved a niche in energy-efficient and stranded-energy data centers, making it an attractive partner for hyperscalers facing power as the binding constraint on AI scaling. For Meta, which is pushing agentic AI through frameworks like OpenEnv (built with Hugging Face) and continues to invest heavily in Llama-class models, securing diversified compute supply reduces dependence on its own data-center construction timelines.

The deal is one of several capacity moves across the industry this week — NVIDIA and SK Telecom's gigawatt Korean cloud, IREN's $3.4B NVIDIA contract — reinforcing that 2026's AI competition is increasingly a contest over infrastructure and power, not just models. The lack of disclosed terms limits analysis, but the signal is consistent: Meta is willing to sign third-party compute deals to keep its AI roadmap fed. Watch for capacity figures and timelines if more details emerge.