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Meta Strikes $27 Billion Financing Deal With Blue Owl for Massive Louisiana AI Data Center

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Meta (META.O) has finalized a $27 billion financing partnership with Blue Owl Capital (OWL.N) to fund its largest data center project to date — a massive AI computing hub in Louisiana designed to supercharge the company’s artificial intelligence ambitions.

The agreement, Meta’s biggest-ever private capital deal, gives Blue Owl-managed funds a majority ownership stake in the joint venture, while Meta retains 20% equity. Blue Owl contributed about $7 billion in cash, and Meta will receive a $3 billion one-time payout, according to Tuesday’s announcement.

The planned Hyperion Data Center in Richland Parish, Louisiana, will deliver over 2 gigawatts of computing capacity, a figure that underscores the escalating global demand for infrastructure to train large language models such as ChatGPT and Google Gemini. Blue Owl co-CEOs Doug Ostrover and Marc Lipschultz called the project “an ambitious step toward powering the next generation of AI infrastructure.”

The move comes amid a historic wave of investment in AI-related data centers. According to Morgan Stanley, leading tech giants — including Alphabet, Amazon, Meta, Microsoft, and CoreWeave — are collectively set to spend $400 billion this year building AI infrastructure.

Meta CFO Susan Li described the partnership as “a bold step forward,” noting that the project will create more than 500 jobs and help the company diversify its financing strategy while reducing exposure to debt.

Industry analysts say the deal enables Meta to offload capital risk while maintaining operational control of a strategic AI asset. “It allows Meta to finance expansion without taking on heavy debt — a smart hedge if the AI market overheats,” said Alvin Nguyen, senior analyst at Forrester.

The Hyperion facility is expected to go online within four years, with Meta holding lease options to extend. Once operational, it will stand among the largest data centers in the world, symbolizing the scale of investment driving the AI revolution.

Anthropic, Google Discuss Cloud Deal Worth Tens of Billions, Bloomberg Reports

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Anthropic, the AI startup behind the Claude chatbot, is in advanced discussions with Google (GOOGL.O) over a massive cloud computing deal valued in the high tens of billions of dollars, according to Bloomberg News, citing people familiar with the talks. The agreement, which is not yet finalized, would see Google provide cloud infrastructure and computing power to support Anthropic’s fast-growing AI operations.

The potential deal underscores the increasing cost and scale of AI development, as companies like Anthropic, OpenAI, and Microsoft-backed Mistral race to secure computing resources needed to train and deploy large language models.

Alphabet shares rose 2.3% after hours following the report, reflecting investor optimism over Google Cloud’s role as a major infrastructure provider for next-generation AI systems. Google declined to comment, while Anthropic did not immediately respond to requests for clarification.

Anthropic, which counts Google and Amazon (AMZN.O) among its biggest investors, has seen rapid adoption of its enterprise AI products and is reportedly on track to reach a $9 billion annual revenue run rate by the end of 2025, nearly tripling its current pace, according to a Reuters report last week.

The collaboration could deepen Google’s long-standing relationship with Anthropic, which already relies heavily on Google Cloud for model training. If completed, the deal would be among the largest cloud infrastructure partnerships ever in the AI sector, solidifying both firms’ positions in the escalating competition against OpenAI and Microsoft.

OVHcloud Shares Plunge After 2026 Outlook Disappoints Despite Record €1 Billion Revenue

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OVHcloud (OVH.PA), Europe’s largest cloud provider, celebrated a major milestone on Tuesday as annual revenue surpassed €1 billion for the first time — yet its weaker-than-expected 2026 forecast sent investors fleeing. Shares plunged 18% by mid-morning, marking what could become the company’s biggest single-day drop ever if losses persist.

The firm reported 9.3% revenue growth for fiscal 2025, reaching €1.08 billion, with an EBITDA margin of 40.4%. However, its 2026 outlook disappointed the market: OVHcloud now expects organic revenue growth of just 5–7%, well below analyst projections of around 10%, according to Stifel and J.P. Morgan.

In response, the company pledged to improve profitability by targeting a higher core profit margin while maintaining capital expenditures at 30–32% of revenue to bolster its Webcloud segment. The results come as founder Octave Klaba returns as CEO, merging his chairman role to lead the company’s next phase of expansion. Klaba, who owns more than 80% of OVHcloud, previously served as CEO until 2018.

Klaba said the firm will focus on meeting rising AI-driven cloud demand and promoting European digital independence amid global tech rivalries. OVHcloud continues to expand globally, citing growing client bases in Canada, Singapore, and India, while remaining a key competitor to Amazon Web Services, Microsoft Azure, and Google Cloud.

By segment, Private Cloud accounted for 62% of sales, growing 8.5%, Public Cloud rose 17.5% (20% of revenue), and Webcloud increased 3.7% (18% of total). OVHcloud serves 1.6 million clients, including 1,200 enterprise customers generating over €100,000 in annual recurring revenue.