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Meta
AI token spending index falls 20% from May high
A closely watched gauge of what the market pays for AI inference has dropped sharply from its spring peak, fueling a bruising rotation out of semiconductor and memory stocks that has wiped hundreds of billions of dollars in value across…
Meta in talks with Samsung for AI chip manufacturing
Meta Platforms is in advanced negotiations with Samsung Electronics to manufacture its next-generation MTIA artificial intelligence chips using Samsung's 2-nanometer fabrication process, in a contract reportedly worth more than 10 trillion won (approximately $6.5 billion), according to South Korea's Seoul…
Meta says its next AI model matches OpenAI’s GPT-5.5
Meta's chief AI officer Alexandr Wang told employees in an internal town hall that the company's upcoming AI model, codenamed Watermelon, has caught up with OpenAI's GPT-5.5 on closely followed AI benchmarks, according to Business Insider. The claim, if accurate,…
Zuckerberg says Meta’s AI agent push is lagging expectations
Mark Zuckerberg told Meta employees on Thursday that the company's AI agent development over the last four months has not "accelerated in the way we expected," according to a recording of an internal town hall heard by Reuters.
Meta shifts WhatsApp Business AI agent to token-based pricing starting Aug. 1
Meta is shifting how it charges businesses for AI-powered customer interactions on WhatsApp, moving from a per-message billing model to a token-based pricing structure that will take effect on August 1, 2026.
Meta launches Pocket, a social app for AI-made mini-games
Meta has begun rolling out Pocket, a new social app that lets users create, share, and discover interactive mini-games through AI-powered text prompts, expanding the company's growing portfolio of standalone AI creation tools.
Nomura warns of ‘epic’ chip shortage, countering peak narrative
Even as chip and AI infrastructure stocks sold off Wednesday after Bloomberg reported that Meta Platforms is building a cloud business to sell excess computing capacity, Nomura pushed back against the growing "peak semiconductor" narrative with a 119-page report warning…
Global chip selloff deepens as Meta cloud plan spooks investors
U.S. semiconductor stocks suffered their steepest single-day loss in weeks on Wednesday as the Philadelphia Semiconductor Index PHLX Semiconductor plummeted 893 points, or 6.27%, to close at 13,353.28. The selloff, triggered by Meta Platforms' announcement that it plans to lease…
Meta building cloud business to sell excess AI compute
Meta Platforms is developing a cloud infrastructure business to sell excess AI computing capacity to outside customers, Bloomberg News reported on Wednesday, sending shares up more than 8% in premarket trading and putting the social media giant in direct competition…
Meta sets rate-limit caps on smart glasses conversation feature without subscription
Meta has quietly introduced rate limits on the Conversation Focus feature for its smart glasses, capping free usage at three hours per month and requiring a $19.99 Meta One Premium subscription for expanded access of up to 15 hours monthly.
Meta contractors posed as teens to test rival chatbots, Wired reports
Hundreds of contractors working on a project for Meta were instructed to pose as children and probe competitor chatbots — including Google's Gemini Alphabet Inc. and OpenAI's ChatGPT — with prompts involving suicide, sex, and drugs, according to a report…
WhatsApp opens username reservations for 3B users
WhatsApp announced on Monday that its more than 3 billion users can begin reserving unique usernames, a long-awaited privacy feature that will allow people to connect on the platform without sharing their phone numbers for the first time.
Meta unveils brain-to-text AI that decodes thoughts without surgery
Meta on Sunday unveiled Brain2Qwerty v2, a non-invasive brain-computer interface that decodes typed sentences from raw neural signals in real time, marking what the company calls the highest-performing system of its kind. The announcement coincided with the publication of the…
Report accuses Facebook of hosting largest wildlife black market
A coalition of conservation organizations has accused Meta of hosting the world's "largest single known illegal wildlife trade market" on Facebook, in a report released on Sunday that alleges the social media giant effectively encourages the trafficking of endangered species…
Google caps Meta’s Gemini AI use amid compute crunch
Alphabet has imposed limits on Meta's use of its Gemini artificial intelligence models after Meta sought more computing capacity than Google Cloud could provide, the Financial Times reported on Sunday.
Australia to tighten teen social media ban as study shows 85% still online
Prime Minister Anthony Albanese told Parliament on Thursday that his government would strengthen enforcement of Australia's world-first ban on social media for children under 16, pledging digital duty of care legislation and backing regulatory action against major platforms that have…
AI race shifts to ‘world models’ as startups and tech giants invest billions
A new front is opening in the artificial intelligence race as researchers, startups, and tech giants pivot from chatbots toward "world models" — AI systems designed to understand physical environments, spatial relationships, and the passage of time. The shift marks…
Meta targets 90% AI replacement of human moderators
Meta is rapidly replacing human content moderators with large language models across its platforms, with AI systems already handling roughly half of all human review requests in 2026 and the company aiming to push past 90% for certain content types…
Qualcomm signs Meta as first data center CPU customer
Qualcomm announced on Wednesday a multi-generation agreement to supply data center CPUs to Meta, marking the chipmaker's most concrete step yet in its push to become a major player in the AI infrastructure market. The collaboration centers on Qualcomm's newly…
Meta, Microsoft push data center leases past $850 billion
Meta Platforms and Microsoft each committed tens of billions of dollars in additional data center leases in their most recent quarters, pushing total future lease obligations among major cloud computing firms past $850 billion, according to a Bloomberg analysis of…