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Leaked Meta Memo Shows AI Capacity Doubling To 14 Gigawatts

Meta shares fell 4.3% at Thursday’s open after Reuters reported the contents of an internal memo laying out the next phase of the company’s AI infrastructure program.

The stock has clawed back part of the loss through the morning but stayed solidly red while the tape digested the same question it has been chewing on for nine days: is Meta the hyperscaler that just started exercising capex discipline, or the one that just committed to doubling?

Three things to note from today’s news. The first is silicon. Iris, Meta’s in-house AI accelerator and one of four planned MTIA generations unveiled in March, enters production at TSMC in September after clearing bug validation in six weeks with no major issues – an unusually clean result for a program that has stumbled for more than half a decade. Broadcom is the design partner under an agreement extended through 2029, and Meta plans to ship a new chip roughly every six months through 2027, against an industry norm of annual-or-slower cadences. The chips are meant to augment, not replace, externally sourced GPUs – Meta separately holds a multiyear agreement with AMD covering up to six gigawatts of Instinct accelerators – but the internal memo is very blunt about why the program matters – as adopting the latest external GPUs at Meta’s scale “has been a heavy lift, and it has cost us time.”

The second is scale. Meta plans to deploy seven gigawatts of computing infrastructure this year and to double overall capacity to fourteen gigawatts in 2027, with 2026 spending running as high as $145 billion – the very top of the range guided in April, and a meaningful slice of the more than $700 billion Big Tech is projected to pour into AI this year.

The third is supply. The memo reveals long-term contracts for memory from Samsung, flash storage from Sandisk and fiber-optic equipment from Sumitomo Electric – multi-year lock-ins struck in the middle of a memory shortage severe enough to be raising consumer hardware prices.

On its face the chip news is bullish: faster, cheaper, more independent compute is exactly what a company spending $145 billion a year should want. But the market has spent the past week and a half developing a very specific allergy, and the memo triggered it.

When Bloomberg reported at the start of the month that Meta was standing up a cloud business – internally, Meta Compute – to sell surplus capacity and token-metered API access to outsiders, the stock ripped nearly 9% higher in a session while CoreWeave and Nebius fell double digits. We suggested this might be a potential first crack in the AI capex boom: hoarding compute stops making sense the moment you admit you have extra, and if management appears willing to monetize idle infrastructure, the market reads capital discipline and pays for it. Days later, leaked town-hall remarks in which Zuckerberg conceded that agent development “hasn’t accelerated in the way we expected” knocked the stock back down – the July 2 drop that Thursday’s open just eclipsed.

Against that backdrop, a memo describing a doubling of capacity, a six-month silicon cadence and years of locked-in component supply looks rather – undisciplined when it comes to capex. Companies do not sign multi-year memory contracts in the middle of a shortage in order to stand still. As we noted earlier this month – the pivot to rewarding CapEx cutters – has, for now, been a driving force: up on plans to sell capacity, down on plans to double it, with the same infrastructure underneath both headlines.

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HORROR: Illegal Alien Who Entered US on Biden’s Open Border Invitation Snatches Special Needs Child From Her Bicycle, Sexually Assaults Her

Sanctuary policies in Democrat-run states are dangerous and deadly.

An illegal alien who entered the US on Joe Biden’s open border invitation grabbed a 9-year-old girl from her bicycle and sexually assaulted her.

The violent assault occurred last week in Pingree Grove, Illinois.

According to Border Hawk News, the suspect, Janio Gionel Velasquez-Muro, illegally entered the US from Venezuela in 2022.

Janio Gionel Velasquez-Muro grabbed the little girl as she was riding her bicycle, shoved her into a car, and sexually assaulted her.

Records reviewed by Border Hawk News reveal the victim has severe and profound intellectual disabilities.

Velasquez-Muro fled the scene but he was later arrested by law enforcement.

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Connecticut Health Department Releases Vaccine Propaganda Videos

Welcome to vaccine dystopia, Connecticut edition.

The Connecticut Department of Public Health has launched its “Protect Who Matters Most” campaign with four cutesy, Schoolhouse Rock-style videos designed to promote vaccination. The department claims the initiative provides “trusted, accessible, and engaging educational resources” to help families make informed decisions. In reality, it delivers slick propaganda wrapped in songs and cartoons.

The first video features a soft-voiced woman singing about the terrors of “life before vaccines,” when “the right medicine had not yet come.” She paints a frightening picture of diseases that “could stay with you” until the miraculous arrival of vaccines. The message is clear: vaccines are the safest, sweetest, and most wonderful invention ever created to “protect who matters most.”

Unless, of course, your child suffers a serious adverse reaction and dies.

But the video doesn’t tell you that.

Video 2, a hip-hop number, equates vaccinating your children with truly caring about them.

The not-so-subtle implication here is that anyone questioning vaccines — whether over known toxins, aborted fetal cells, or sheer volume (more than 70 shots on the schedule) — must not love their kids enough.

It raises the common concern of “too many shots too soon” but immediately glosses over it with a catchy chorus.

Side effects are minimized to a little fever, sleepiness, or a Band-Aid, completely ignoring the possibility of severe or life-altering reactions.

The Vaccine Safety and Approval video uses a cheerful cartoon treasure map to guide viewers from “early research stones” all the way to the sacred “tested temple” of vaccine approval.

It’s pure feel-good propaganda that skips any honest discussion of risks, limitations, or the real-world performance of certain vaccines.

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“JUSTICE IS COMING” – Spencer Pratt GOES OFF On California Election Fraud, Says He Has Evidence and Suggests Criminal Investigation Underway in Epic New Video

Former Los Angeles Mayoral candidate Spencer Pratt released a new video on Wednesday, bringing the receipts and evidence that the election was stolen from him. 

Pratt went over it all: homeless people being paid to vote Democrat, NGOs “hoarding ballots,” hundreds of thousands of dead and out-of-state voters on the voter rolls, fraudulent signature verification on mail-in ballots, and ballot harvesters filling out mail-in ballots for voters.

It can be recalled that Pratt emerged as an early leader in the mayoral primary, trouncing City Councilwoman Nithya Raman by about 40,000 votes on election night, but she staged a miraculous comeback with fraudulent mail-in ballots.

In an impossible upset, Raman surged, netting roughly 70,000 votes over Pratt and finishing roughly 30,000 votes ahead in the final results. Los Angeles took nearly two weeks to count all of the ballots.

The “late-arriving” fraudulent mail-in ballots knocked Pratt out of the race, and he explains exactly how they did it with evidence.

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Trump Admin Targets Medicare Fraud After 7,100% Surge In Transplant Claims

The Trump administration says it has uncovered a dramatic increase in Medicare claims for tissue and organ transplants, resulting in a broad crackdown on suspected fraud that officials say has already blocked hundreds of millions of dollars in questionable payments.

Administration officials said Medicare claims for tissue and organ transplants, known as allografts, climbed from $200 million in 2019 to $14.4 billion in 2025—a 7,100 percent increase.

The surge led the White House Anti-Fraud Task Force, headed by Vice President JD Vance, and the Centers for Medicare and Medicaid Services to intensify their review of claims. Since March, the agency has denied 96 percent of allograft claims identified during the review.

CMS Administrator Mehmet Oz said the agency identified 4,200 potentially fraudulent allograft claims totaling $224 million through May.

“That’s a lot of money,” Oz said during a Wednesday news conference in Milwaukee.

“And that bankrupts not just hospital systems and physician groups, but it causes major problems across the entire landscape.”

The agency also announced enforcement actions involving Durable Medical Equipment (DME) including wheelchairs, walkers, hospital beds and other medical equipment.

According to CMS, payments have been suspended to 102 suppliers, while billing privileges have been revoked for another 725 suppliers. The agency said those suppliers accounted for 8.6 percent of all Medicare-funded DME in 2025.

CMS officials reported they identified suspected fraud involving claims for equipment that was not medically necessary or ordered, equipment that was more expensive than prescribed, and equipment that was never delivered.

“In just six months, the task force has effectively wiped out Durable Medical Equipment fraud in America,” a spokesperson for Vance’s office said.

“After the vice president and Dr. Oz announced a moratorium on new DME companies, paired with aggressive enforcement actions by DOJ and HHS, this kind of fraud has effectively ended.”

Oz said the administration’s efforts have already prevented significant losses.

“Thanks to the whole-of-government approach spearheaded by the White House Anti-Fraud Task Force, we stopped nearly $220 million in fraudulent skin substitute claims and suspended or revoked billing privileges for over 800 DME suppliers,” Oz told Fox News Digital. “We are keeping our promise to the American people: we will root out corruption, protect vulnerable patients, and hold every bad actor accountable.”

Oz also warned those engaged in health care fraud that the administration intends to continue its enforcement campaign.

“To anyone out there, and I’m talking to you if you’re a fraudster, for anyone out there who thinks they can get away by stealing from the American people, especially American patients, I’ve got a bit of advice for you: Do not walk away from this press conference. Don’t walk away from us. You start running because the vice president and this task force are coming after you,” Oz said.

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Trump Fires Three Remaining Members of the Election Assistance Commission Ahead of Midterms

President Trump on Thursday fired the three remaining members of the Election Assistance Commission ahead of the 2026 midterms.

Two Democrat commissioners Thomas Hicks and Benjamin Hovland were fired over email.

The lone Republican commissioner, Christy McCormick, resigned.

The firings left the independent commission with no commissioners.

The firings come after the Supreme Court ruled that a US president has the authority to fire heads of independent agencies in the executive branch.

Reuters reported:

U.S. President Donald Trump on Thursday terminated the members of the Election Assistance Commission, the independent, federal ​commission that assists election administration officials nationwide, according to ‌one person familiar with the decision and two other people briefed on the terminations.

The remaining three commissioners of the four-member bipartisan commission were forced out of the commission on Thursday in different ways. The ‌one ​Republican appointee resigned and the other two ⁠Democratic appointees were notified ⁠of their termination via an email by the White House Presidential Personnel Office.

“On behalf of President Donald J. Trump, I am writing to inform you that your position ​as Commissioner of the Election Assistance Commission is terminated, effective immediately. Thank you for your service,” the email, seen ⁠by Reuters, said.

The White House did ⁠not immediately respond to a request for comment.

The ​Election Assistance Commission serves as a “national clearinghouse of information on ​election administration,” accredits testing laboratories and certifies voting systems, ‌and maintains the national mail voter registration form developed by the National Voter Registration Act of 1993, according to the commission’s website.

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Why Have Central Bankers Gone Radio Silent On The Digital Currency Agenda?

During the 2020 pandemic hysteria there was a mad rush by globalist institutions like the WEF, IMF, BIS and numerous national central banks to speed-run the concept of “CBDCs” (Central Bank Digital Currencies) into the mainstream consciousness. The idea of digital currencies rooted to a blockchain ledger was presented as a solution to the pandemic. A number of globalists asserted that digital exchange would be necessary because “paper money carries the covid virus.”

This was, of course, complete nonsense. There was zero evidence that shifting to digital would prevent the spread of the virus in any way. But, as I’ve said for years now, covid was their big play. It was intended to become a nexus point for a global coup; the “New World Order” takeover. The elites figured the population was so terrified that they would agree to anything without a logical reason.

They were wrong, at least in the long run. The virus was a dud (which seemed to catch them by surprise) and the death rate was minimal (0.23% median IFR). The public eventually woke up to the deception and the agenda was forced to dissolve, largely due to nearly half of all US states blocking the mandates. If Americans could live just fine without restrictions, then the rest of the world was going to follow.

I mention the pandemic once again because the attempted coup gave the general public a once in a lifetime insight into the plans and motives of the globalists. This event changed everything. Millions of people who once thought that “conspiracy theorists” were crazy just had their eyes opened to a dark reality. There really is an international cabal. They really do make evil plans in smoky rooms. They really do want a “New World Order.”

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National Guard Suspends 8 Apache Helicopter Pilots Who Flew in “Salute to the Shore” Flyover in South Carolina on July 4th – No Reason Given

The National Guard suspended 8 Apache helicopter pilots who flew in the “Salute to the Shore” flyover across the South Carolina coast on the Fourth of July.

No reason has been given.

The pilots reportedly got a message saying they were suspended pending an investigation as soon as they landed.

One of the Apache pilots told ABC 15 that he was excited about the flyover show.

“Oh, it’s going to be fun,” Capt. Kyle Wise told ABC 15.

“You can’t beat it, especially for America’s 250th birthday; those beaches are going to be packed. We’re hoping, pending a few different variables, to stay safe, but we’re open to giving them a show and trying to get as low as feasibly possible.” Wise said.

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How Flock Cameras Wrongly Tracked Me for Days Over ‘Stolen’ Plates and Sent Police After Me

Are you armed?!” the police officer screamed. “Get out of the car!”

On an otherwise normal Sunday afternoon in late June, I’d decided to take the $155,000 Range Rover I was testing that week out to run some errands with my wife. Little did I know that choice would complete a technological chain linking surveillance cameras, AI, and law enforcement that led to me and my wife being surrounded by police, hands on their guns, in a Kohl’s parking lot in suburban Minnesota.

After dropping off our Amazon returns, we’d just gotten back in the Range Rover and reversed maybe two feet out of the spot when four cop cars came flying out of nowhere and boxed us in. The officers jumped out and started shouting. It’s a situation that can quickly and frequently turn bad, so as unprepared as I was, I followed their orders, got out with my hands up, and tried to figure out what the hell was happening.

Eventually, after a tense hour, I did. The Plymouth Police Department had been tracking me for days using Flock license plate cameras, waiting for the right moment to strike, because they thought I’d stolen the Range Rover. And the reason I was ID’d as a dangerous car thief was a simple data error made 2,000 miles away in California, creating an edge case within an edge case that Flock’s AI camera network was unable to handle.

We now live in a surveillance state where cameras mounted on stoplights are tracking our cars, our devices, our pets, and even us. This is just the beginning; next, these cameras could be put in motion using our kids’ school buses. Whether you’ve actually stolen a car or are just rolling down the road having done nothing wrong, like me, once these systems have you in their crosshairs, there’s pretty much only one way it can go. Welcome to the future. It’s scary out there.

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Top Official in Marxist NYC Mayor Zohran Mamdani’s Administration Secretly Scheduled Meeting with Iran’s UN Ambassador – Trump State Department Forced to Shut It Down

A senior official in Communist New York City Mayor Zohran Mamdani’s administration tried to hold an official meeting with the Iranian regime’s ambassador to the United Nations.

Commissioner Ana María Archila, head of the Mayor’s Office for International Affairs, had scheduled the meeting for July 7 at 11 a.m. at 2 United Nations Plaza with Amir-Saeid Iravani, Iran’s permanent representative to the UN.

Two other senior officials from the office were also set to attend, according to calendar invitation screenshots reviewed by City Journal and confirmed by multiple sources, including a State Department official.

The meeting was called off only after the U.S. State Department, which had not been informed in advance, stepped in and met with the Mamdani administration to “clarify acceptable conduct,” according to City Journal.

Archila reportedly did not even tell Mayor Mamdani she had arranged the sit-down. She was later reprimanded and ordered to cancel it.

A spokesperson for the Mayor’s Office for International Affairs issued the predictable damage-control statement: “This meeting did not and will not take place.”

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