# Meta
Latest news and articles about Meta
Total: 13 articles found
Nvidia and Meta Forge Multi‑Year AI Partnership as Meta Orders Millions of Chips
Nvidia and Meta have signed a multi‑year partnership that will see Meta deploy millions of Nvidia chips across on‑premises and cloud infrastructure. The deal secures compute supply for Meta's AI ambitions while reinforcing Nvidia's dominant position in AI hardware, with wide implications for competitors, cloud providers and energy use.
Meta Bets Big on Nvidia: First Major Standalone Roll‑out of Grace CPUs to Power Its AI Future
Meta and Nvidia have widened a strategic partnership to include large‑scale deployment of Nvidia GPUs and the first standalone mass roll‑out of Nvidia’s Grace CPUs, plus future plans to adopt Vera CPUs around 2027. The deal ties Meta’s planned $135 billion capex trajectory to Nvidia’s full‑stack platform while leaving room for other suppliers as a hedge against vendor concentration.
Apple Moves Beyond the iPhone: Three-Pronged Push into AI Wearables
Apple is accelerating development of three AI-focused wearables — high-end smart glasses, a clip-or-necklace pendant and camera-enhanced AirPods — that rely on Siri and visual context awareness while remaining tethered to the iPhone. The company aims to start production on its glasses prototype by December 2026 with a 2027 launch, and is also expanding AI into home devices; success hinges on major improvements to Siri, privacy safeguards and consumer acceptance.
AI Eyewear Becomes a Lunar New Year Must‑Buy as China’s Wearables Move from Gimmick to Gadget
AI‑enabled smart glasses emerged as a standout Lunar New Year purchase in China, with sales up 70–80% in Shenzhen’s electronics district amid a broader tech spending rebound. Subsidies, rapid miniaturisation and on‑device AI models are pushing the category from niche headsets toward everyday wearables, while global production plans and shipment forecasts suggest the market could scale to tens of millions of units within a few years.
Meta Commits Over $10 Billion to a 1‑GW Data Centre in Indiana, Betting on an AI‑Heavy Future
Meta will build a 1 GW data‑centre campus in Lebanon, Indiana, with more than $10 billion invested in the facility and nearby community, creating roughly 4,000 construction jobs and 300 permanent roles. The scale of the project signals a strategic push for large‑scale AI and content infrastructure but raises questions about power supply, local benefits and long‑term demand for such massive compute sites.
Meta Commits $10bn+ to a 1‑Gigawatt AI Data Hub in Indiana — Big Bet on Power, Not Just Servers
Meta has started building a more than $10 billion, 1‑gigawatt data centre in Lebanon, Indiana, to serve AI and core product workloads. The project underscores the massive power, water and infrastructure demands of generative‑AI at scale and highlights the trade‑offs between local impacts and corporate investment.
2026: The Year AI Glasses Move from Lab to Main Street — China’s Devices Take Centre Stage at the Winter Olympics
Chinese firms showcased AI‑enabled AR smart glasses at the 2026 Milan–Cortina Winter Olympics as analysts declare 2026 a pivotal year for on‑device AI. Advances in model compression and edge compute, plus strengthening supply chains, make large‑model inference on consumer wearables commercially plausible, though adoption will depend on cost, battery life, form factor and regulatory scrutiny.
Big Tech’s $660bn AI Gamble Sparks Market Panic as Investors Question the Payoff
Big U.S. tech companies plan roughly $660 billion of AI-related capital spending in 2026, triggering a sharp market sell-off despite strong revenue growth. Investors worry the large, front-loaded investments will lengthen return timelines and concentrate risk, while Apple’s lower-spend, partnership-led approach has been rewarded.
Google’s Blowout Quarter Reinforces AI-Driven Demand for Optical Infrastructure — A Boost for China’s Communications Suppliers
Alphabet’s strong quarterly results — faster search growth, 48% cloud revenue expansion and improved cloud margins — confirm that generative AI is moving into scalable, profitable products. That momentum is driving massive investment in optical interconnects and datacentre infrastructure, benefiting specialised communications suppliers and reflected in strong returns for funds concentrated in optical‑equipment makers. The shift raises strategic supply‑chain and policy questions as co‑packaged optics and silicon photonics become central to AI scale‑up.
Wall Street’s AI Bill: Microsoft’s $381bn Market Shock and the Hard Question for Tech Giants
A recent sharp sell‑off wiped about $381 billion off Microsoft’s market value after Azure growth showed signs of slowing and the company flagged more than $100 billion of capital spending for the year. The market reaction underscores a broader investor scepticism about whether massive AI‑related investments across big tech will be monetised, shifting the emphasis from spending to demonstrable returns.
Apple’s AI Brain Drain Deepens as Researchers Jump to Meta and DeepMind
Apple has lost at least four AI researchers — Yinfei Yang, Haoxuan You, Bailin Wang and Zirui Wang — who have joined Meta and Google DeepMind, following a recent departure of a senior Siri executive. The departures highlight a fierce talent competition in AI and raise concerns about Apple’s ability to rapidly scale advanced large‑model capabilities while maintaining its product and privacy constraints.
EU Designates WhatsApp a ‘Very Large’ Platform, Pushing Meta into Stricter Digital Regulation
The European Commission has designated WhatsApp as a ‘very large online platform’ under the Digital Services Act after its Channels feature surpassed the 45 million‑user threshold in the EU. The move compels Meta to implement systemic‑risk assessments, stronger transparency and content‑mitigation measures within four months or face significant fines.