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LucyBrain Switzerland ○ AI Daily
Meta’s $135 Billion Hardware Surge, Australia’s First AI Factory, and the $600 Billion Infrastructure Race
February 23, 2026
1. Meta and Nvidia Strike a Multi-Year Infrastructure Deal
Meta has officially deepened its partnership with Nvidia through a massive agreement aimed at building "personal superintelligence".
The Scale: Meta is projected to invest up to $135 billion in AI infrastructure this year alone. The deal secures millions of Nvidia processors, including the current Blackwell generation and the upcoming Vera Rubin platform.
Efficiency Focus: For the first time, Meta will deploy Nvidia’s Arm-based Grace CPUs at scale to improve energy efficiency within its global data centers.
Why it Matters: Meta now accounts for nearly 9% of Nvidia’s total revenue, signaling that the race for "frontier" compute is still being led by the world’s largest social platforms.
2. Australia Launches its First "Secure AI Factory"
In Sydney today, Cisco and Sharon AI announced the launch of Australia’s first Secure AI Factory, powered by 1,024 NVIDIA Blackwell Ultra GPUs.
Sovereignty First: This "neocloud" facility ensures that all data and AI processing remain within Australian borders, directly supporting the nation’s new National AI Plan.
Enterprise Access: The factory is designed to help Asia-Pacific businesses move past experimentation into secure, high-performance deployments, specifically targeting industries like finance and healthcare where data residency is non-negotiable.
3. OpenAI’s $600 Billion Compute Vision
Reports surfaced this morning indicating that OpenAI is projecting a staggering $600 billion in compute spending through 2030.
The Infrastructure Gap: The projection underscores the extreme capital requirements needed to move from current LLMs to the next generation of autonomous agents and reasoning models.
The Compute War: This news follows last year's trend of "repository intelligence," where the bottleneck for AI progress has shifted from finding new data to building the "superfactories" capable of processing it.
4. Tech Spotlight: The "Agentic" Shift in Education and Law
While the big chips dominate the headlines, two new institutions launched today demonstrate how AI is being embedded into society's foundation.
The First AI University: At the summit's close, India announced the establishment of its first dedicated Quantum and AI University in Amaravati, focusing on the convergence of high-performance computing and machine learning.
International Law as Code: A new global seminar held today at the Politecnico di Torino proposed a "Global Consensus" framework, arguing that international law should be used as a design specification for AI agents rather than just a late-stage regulation.
In honor of today's shift toward Agentic Workflows (and the launch of the India Summit), today’s prompt focuses on creating a high-level system rather than just a simple output.
Prompt of the day: The "Agentic Architect"
The Prompt:
"Act as a professional Chief AI Architect. I want to build a specialized AI agent system to help me research and analyze daily news trends in my industry [insert industry, e.g., renewable energy]. Please structure a framework that includes the following points:
Sourcing Module: Instructions for the agent to identify five reputable news sources and pull the top three headlines from each every morning at 8:00 AM.
Analysis Module: Instructions for the agent to compare these headlines and identify one recurring theme or 'macro-trend' across all sources.
Synthesis Module: Instructions for the agent to write a 200-word executive summary that explains how this trend might impact a small business in this sector.
Verification Module: A set of three rules the agent must follow to cross-reference facts with a second source before including them in the final summary.
For each point, provide clear, step-by-step rules that would allow an AI agent to operate as a reliable and professional research assistant."


