00:00This is a big project. So, you know, you kind of talk about seven natural gas fired
00:05sources of energy for a specific project. But give us the sum total of the reporting
00:10and a bit more about Hyperion. Yeah. So Hyperion is the crown jewel of Meta's data center fleet.
00:16They have in development more than 30 data centers. And this is the biggest. It's in rural
00:22Louisiana. And with today's announcement, we are actually going to see a total of 10 natural gas
00:27plants serving this one single data center. It's a massive amount of energy from fossil fuels.
00:35And it is just another push forward in this expansion of a major project.
00:41There isn't any sort of like dollar figure attached to this. You know, it's the gigawatt figure. And,
00:46you know, over the course of the war in Iran in particular, we've been very focused on the
00:49movement in oil prices. But actually, natural gas is much more relevant to how a data center is
00:55powered. Explain Meta's footprint here, I guess, relative to the other big data center operators
01:00around the world. Yeah. I mean, this is a huge increase just from Meta's own fleet. When it was
01:06five gigawatts alone, that was about a 33 X increase from the old data center size. This is much bigger
01:15than other competitors. But I want to say five gigawatt is just to support the compute. This entire
01:21facility is right now expected to have seven point five gigawatts powering it because it's not just
01:26the GPUs that need the power, but the broader facility. There's an interesting part of your
01:30reporting about Hyperion, Louisiana in particular, which is Meta saying, look, we're going to cover
01:36the cost of the electricity one way or the other. One reason being they don't want to pass it on
01:40to
01:40the general population of that zip code. That's been a tension in the great AI build out.
01:45Absolutely. We saw recently President Donald Trump actually require that big tech companies pledge
01:52to pay those costs. This is something Meta has been saying for quite some time, but they don't
01:57want to ruffle feathers in a political moment that is already bringing a great amount of scrutiny to
02:01these data centers.
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