ZUCKERBERG SAYS META WILL NEED 10X MORE COMPUTING POWER TO TRAIN LLAMA 4 THAN LLAMA 3

Summary from the TLDR newsletter

Meta believes it will need significantly more computing power to train models in the future. CEO Mark Zuckerberg said on the company's second-quarter earnings call that he would rather risk building capacity before it is needed rather than too late given the long lead time for spinning up new inference projects. The company is considering different data center projects, which may increase capital expenditures in 2025. India is currently the largest market for Meta's AI chatbot.