Yann is not a CFO. If I buy a house tomorrow, I don't just consider it a massive one-day expense. They will amortize the cost over the useful life of the hardware.
Meta's 2023 electricity usage was 11.5 terawatt-hours [1]. They've historically added about two terawatt-hours per year. That's only 228 MW of additional capacity per year.
Sure, but in every historical year they are also trying not to increase energy use, for cost reasons -- they have not been build-out limited. I don't think adding an additional 150% of historical average is especially challenging (beyond the huge OpEx expenditure, which isn't a problem for Meta).
