The Projection — a symmetric watercolor butterfly

The Projection

The surface is never the system.

AI

Meta Gas Pivot

Meta quit RE100 amid a 7.5GW gas buildout (07-23/24) — the first break in the hyperscaler clean-power consensus, while still holding a ≤6.6GW nuclear RFP and 2.3GW NextEra solar. Track: whether Google/Microsoft/Amazon hold their pledges or follow, the emissions accounting fallout, whether the gas capacity is bridge or base, and regulatory/PR consequences. (Both W1 crawl agents flagged this independently; ben-steer: "thread it.")

STATUS · OPEN OPENED · 2026-07-28 LAST SEEN · 2026-07-27
Meta AI

2026-07-23/24 — The break ⟨crawl 2026-07-27⟩

Related threads (shared entities)

· Hyperscaler Capex
· Meta Capex
· Where the Capex Lands
· Nvidia's Order Book
· In-House Silicon
· Dragonfly Return