Coverage of Meta Platforms, Mark Zuckerberg, Llama models, and Superintelligence Labs.
28 stories · Updated 2026-05-06
Meta bought Assured Robot Intelligence (ARI) and says the team will bolster its work on AI for robot control and self-learning.
The Wall Street Journal argues that Microsoft, Amazon, Meta, and Alphabet are ramping capital spending for AI fast enough that depreciation is starting to bite, raising pressure to translate AI demand into durable profit.
Meta says usage of its business AI across messaging apps has grown 10x since the start of the year as it expands access and lays groundwork for monetization.
A WSJ column argues companies are reallocating budgets from headcount to chips and data centers, with layoffs spreading beyond a few giants.
The agreement highlights a growing shift toward CPUs and custom silicon for running AI agents after models are trained.
The company said it plans to reduce headcount by about 10% and keep investing heavily in AI infrastructure.
CoreWeave surged 42% in April and Nebius drew a new Citi target, yet McKinsey and industry veterans caution that the bare-metal AI cloud model carries outsized risk.
The layoffs, effective May 20, will eliminate roughly 10% of Meta's global headcount alongside 6,000 open roles, as the company funnels billions into AI infrastructure.
Alphabet will inject $10 billion immediately at a $380 billion valuation, with $30 billion more contingent on Anthropic hitting performance benchmarks.
With four of the largest tech companies planning to spend nearly $700 billion on AI this year, economists are questioning whether the jobs being eliminated will ever return at the same scale.
Workers whose combined age and years of service at Microsoft total 70 or more are eligible for the early retirement package, which covers up to 7% of the company's domestic workforce.
Internal investor documents reveal ChatGPT's early ad pilot crossed $100 million in annualized revenue within six weeks, with projections scaling to $11 billion by 2027 and $53 billion by 2029.
The agreement gives Anthropic a new tranche of Nvidia-powered data center capacity in the US, as demand for Claude continues to surge past a $30 billion annual run rate.
The surge in installs suggests Muse Spark may have revived consumer interest in Meta's AI product, which has lagged well behind ChatGPT, Claude, and Gemini.
Wired's analysis finds the model represents a genuine qualitative leap over Llama 4, but Meta's shift away from open-source by default marks a strategic inflection point worth watching.
Built from scratch by the team Zuckerberg assembled after being disappointed by Llama 4, Muse Spark benchmarks favorably against models from OpenAI, Anthropic, and Google in early evaluations.
The Nvidia manufacturing partner's quarterly results signal that hyperscaler appetite for AI compute hardware remains robust despite geopolitical headwinds.
The three tech giants are committing to gigawatts of gas generation capacity to feed insatiable AI energy demand, raising questions about long-term resource and climate exposure.
Meta says its new AI enforcement systems detect twice the adult sexual solicitation content and reduce error rates by more than 60 percent compared to human review teams, while flagging around 5,000 scam attempts daily.
From Anthropic's Pentagon battle to the data center construction boom and hardware price inflation, a roundup of the defining AI narratives through mid-March finds the industry at a pivotal inflection.
The social media giant's accelerated silicon roadmap targets both ranking and generative AI inference, with all four chip generations deploying within two years at a pace far faster than industry norms.
The British AI infrastructure company's $2 billion raise adds Sheryl Sandberg and Nick Clegg to its board, positioning it for a potential 2026 IPO with OpenAI and Microsoft as anchor customers.
The Turing Award winner's new startup, backed by Nvidia, Samsung, and Bezos Expeditions, is betting that world models will surpass large language models for real-world applications.
The job reductions will affect divisions across the company and may begin this month, with some cuts targeting roles Oracle expects AI to make redundant.
A comprehensive analysis of AI infrastructure commitments finds hyperscalers planning nearly $700 billion in 2026 data center spending, with Stargate construction underway in Texas and Oracle locking in $300 billion in compute contracts.
Nvidia's fiscal fourth quarter delivered its most profitable period ever, surpassing the quarterly earnings of Apple, Microsoft, and Alphabet, with data center revenue surging 75% year-over-year to $62.3 billion.
AMD and Meta announced a sweeping chips-for-stock agreement under which Meta will acquire AI chips equivalent to six gigawatts of capacity and gain the option to purchase up to a 10% stake in AMD.
