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Meta and Microsoft are running the same physics but decide on two very different network strategies.

Meta keeps its search for power and land inside a radius it can serve with its own equipment. Microsoft searches far more broadly, and pays a carrier to connect what it finds beyond that.

We traced that decision back through public land records, utility filings and the technical detail behind Meta’s Ohio build, and found a boundary, roughly 120 km today, that says more about how AI infrastructure gets built and financed than the workload story most coverage has focused on.

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