Meta’s $21B AI Deal, Anthropic Doubles Compute as OpenAI Eyes $100B Ad Revenue by 2030

Meta secured a $21 billion AI compute deal with CoreWeave through 2032, raising its Texas data center investment to over $10 billion for one gigawatt capacity by 2028. Anthropic more than doubled its compute capacity, nearing OpenAI’s total, as OpenAI forecasts $2.5 billion in ad revenue for 2026 and up to $100 billion annually by 2030. These developments highlight escalating competition in AI infrastructure and monetization.