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AI Spending Cycle Matures, Valuations Face Scrutiny

Sarah Hunt of Alpine Saxon Woods discusses how the AI spending cycle is maturing, with investors now demanding returns over mere capital expenditure, and the potential impact on various market sectors.

Tech Giants Commit $2.4 Trillion to AI Infrastructure

Alphabet, Meta, Microsoft, and Amazon commit nearly $2.4 trillion to AI data center infrastructure as Wall Street caps a positive trading month.

Amazon Chip Business Hits $25B Run Rate

Amazon custom silicon business passes $25B annual run rate as AWS Trainium3 and Graviton5 capture massive commitments from Anthropic and OpenAI.

Musk, Zuckerberg and Altman Clash Over AI Future

Tech leaders Sam Altman, Mark Zuckerberg, and Elon Musk clash over the future of AI regulation, safety, and the potential for superintelligence.

China's AI Open-Source Surge Challenges US Dominance

A new AI divide has emerged, with China leading in open-source models. US tech leaders urge Washington to adopt a similar strategy, citing risks to innovation and data control.

Alex Wang: From Math Whiz to AI Pioneer

Meta's Alex Wang discusses his journey from early AI research to leading Meta's AI efforts, emphasizing the criticality of data and the future of agentic AI.

Mark Zuckerberg's $145B AI Wager: Where Meta's Money Goes

Meta generated $56.31B in Q1 2026 revenue, up 33 percent, while committing up to $145B in annual AI capex. A segment-by-segment breakdown: the $55B advertising engine, the $4B Reality Labs subsidy, and the $19B quarterly infrastructure build.

Meta's Muse 1.1 Now on Databricks

Meta's Spark Muse 1.1 is now available on Databricks via the Unity AI Gateway, simplifying access and governance for developers.

Peter Thiel: Tech Industry Pressured by "Woke" Culture

Peter Thiel, former Meta board member, discusses how the tech industry was pressured by "woke" culture and regulators, leading to policy failures and a disconnect between public statements and private realities.

Meta's Aggressive AI Play: Zuckerberg's Vision for Superintelligence

Kurt Wagner discusses Meta's AI strategy, including the Muse Spark 1.1 model outperforming Google, Mark Zuckerberg's superintelligence vision, and evolving monetization plans.

Meta Introduces Paid AI Models, Bernanke Joins Anthropic Trust

Meta introduces paid access for its AI models, former Fed Chair Ben Bernanke joins Anthropic's AI trust, and Micron invests $3 billion in US semiconductor supply chains.

Meta Engineers on AI Game Development

Meta's Danielle An and David Hoe discuss the complexities of AI in game development, emphasizing 'taste' and dynamic gameplay.

Meta's Nishant Gupta on Deterministic AI Infrastructure

Nishant Gupta from Meta discusses the critical need for deterministic infrastructure to reliably run non-deterministic AI agents, highlighting the shift from model-centric to systems-centric development.

a16z Unveils Inaugural Design Engineer Fellows

a16z has revealed its first cohort of 73 Design Engineer Fellows, comprising AI-native design leaders from top tech companies.

Meta's Nishant Gupta on Evaluating Agentic AI Systems

Nishant Gupta from Meta's Superintelligence Labs discusses the shift from accuracy-based evaluation to reliability-focused methods for agentic AI systems.

AI's Role in Revitalizing Rural Economies Explored

Bloomberg Businessweek explores how Meta's massive data center investment in rural Louisiana could revitalize the local economy, while raising concerns about resources and community impact.

Can AI Save Rural Economies? Rayville's Bet on Tech

Tech giants are eyeing rural areas for AI data centers, and Rayville, Louisiana, is a focal point. The town faces economic challenges, with Meta planning a massive AI hub, sparking both hope and concern among residents.

AI Hardware Boom: Ex-OpenAI Exec on the Future

Caitlin Kalinowski (ex-OpenAI, Meta, Apple) explains why we're at the dawn of an AI hardware boom, discussing robotics, manufacturing, and the future of physical AI.

Meta's Ray-Ban Smart Glasses: Privacy Fears and Real-World Use

Meta's Ray-Ban smart glasses are selling millions, but privacy concerns and user modifications are raising questions about the future of wearable tech.

Arm CEO Sees AI Demand Outpacing Smartphone Slump

Arm CEO Rene Haas discusses the company's surge in AI chip demand, projecting $2 billion in orders for its ARM AGI CPU, while the smartphone business faces a slowdown.

China Blocks Meta's Manus Deal, Shifting AI Race

Beijing vetoes Meta's $2B acquisition of AI startup Manus, signaling a shift in the global AI race and China's increased assertiveness in protecting its tech sector.

Microsoft and Meta Lead AI Spending Amidst Tech Earnings

Microsoft and Meta are making significant AI investments. Microsoft's cloud business is seeing AI-driven growth, while Meta focuses on personalization. Both companies are key players in the evolving AI landscape.

Big Tech's AI Spending Spree: $725B for 2026

Big Tech's AI spending spree is set to hit $725B by 2026, with Amazon, Alphabet, Meta, and Microsoft leading the charge. Google sees AI payoff, while Meta faces scrutiny.

Stripe Unleashes AI Agents for Commerce

Stripe is expanding its Agentic Commerce Suite and forging partnerships with Meta and Google to enable businesses to sell directly through AI agents.

AI Giants Double Down on Cloud and Compute Investments

Amazon, Microsoft, and Meta are boosting AI infrastructure spending, with Amazon planning $150B and Meta $40B in 2024, signaling an intense race for AI dominance.

AI Spending Race: Google Outpaces Meta, Amazon

Google is reportedly set to outspend Meta and Amazon on AI infrastructure this year, signaling an intensified race for AI dominance and the critical need for computational power.

AI's Future of Work: Humans Train Robots, Robots Train AI

Experts discuss how AI is reshaping the workforce, creating new jobs, and fostering human-AI collaboration in fields from medicine to creative writing.

Intel, Meta, and 7-Eleven Make Market Moves

Intel's stock soared 26% on strong earnings, while Amazon and Meta inked a multi-billion dollar AI chip deal. 7-Eleven also entered the wedding catering business.

CPUs Stage AI Comeback

CPUs like AWS Graviton are becoming critical for agentic AI, which requires continuous processing and real-time decision-making.

Meta Taps AWS Graviton for AI

Meta is significantly expanding its AI infrastructure by deploying tens of millions of AWS Graviton processors to power agentic AI workloads.

Meta Bets on AWS Graviton for AI

Meta is significantly expanding its use of AWS Graviton processors to power its agentic AI workloads, highlighting a shift towards CPU-intensive compute for complex AI tasks.

Apple's Smart Glasses to Rival Meta's

Mark Gurman of Bloomberg News reveals details about Apple's upcoming smart glasses, set to rival Meta's and feature deep AI integration.

Arm CEO on AI Chip Demand and Market Shift

Arm CEO Rene Haas discusses the company's strategic shift towards AI data centers, the massive growth in AI chip demand, and the future potential of the market.

Bessent Summons Bank CEOs on Anthropic's New AI Model

Treasury Secretary Janet Yellen met with top bank CEOs to discuss AI cyber risks. Meanwhile, Anthropic partners with CoreWeave for AI compute, and TSMC surges amid AI demand.

AI Compute Crunch: Meta, Microsoft, and the AI Race

Meta and Microsoft deepen their AI compute partnership amid a growing demand for AI infrastructure, highlighting the intense competition for GPUs and the challenges faced by the industry.

CoreWeave, Meta AI Deals Signal Compute Demand

CoreWeave and Meta strike $21B AI compute deal, while Inflexion CEO discusses quantum tech. Nvidia stock soars amid AI hardware demand.

Meta Unveils Muse Spark AI, Aims to Challenge Google and OpenAI

Meta unveils its most powerful proprietary AI model, Muse Spark, aiming to compete with Google and OpenAI and exploring new revenue streams through API sales.

Meta's Muse Spark: AI's Next Act?

Meta unveils Muse Spark, a new multimodal AI model targeting 'personal superintelligence' with advanced reasoning and agent capabilities.

Arm's AI Chip Ambitions Take Center Stage

CNBC gets an inside look at Arm's new AI chip, the Neoverse V2, and its potential to disrupt the data center market, with Meta as a key partner.

Meta's AI Push: Layoffs and New Compute Deals

Meta is reportedly planning significant layoffs and a major compute deal with ] as it prioritizes AI development.

AI Chip Demand Surges as Meta Invests Heavily

Meta Platforms is reportedly investing $27 billion over five years to build its AI infrastructure, including developing custom AI chips to reduce reliance on Nvidia and AMD.

Meta's $27B AI Infrastructure Push

Ed Ludlow of Bloomberg Tech reports on Meta's significant $27 billion investment in AI infrastructure, highlighting the company's diversified strategy of purchasing chips and developing custom AI hardware.

Dollar Tree Earnings Disappoint, Meta AI Investment Soars

Dollar Tree's earnings miss and Meta's $27 billion AI investment highlight market shifts, with Meta partnering with Nvidia for AI infrastructure.

Oracle, OpenAI Data Center Deal Falters

Oracle and OpenAI have ended plans for a significant AI data center expansion in Texas, with Meta reportedly in talks to lease the site.

Meta's Billions Drive AMD AI Chip Deal

Meta is investing tens of billions in AMD AI chips and data center gear, reflecting its aggressive pursuit of "super intelligence" and the industry's insatiable demand for compute power.

Meta Boosts AI with Major AMD GPU Deal

Meta has reportedly signed a five-year deal with AMD to deploy its processors in its data centers, signaling a major push in its AI infrastructure.

Meta Taps AMD for 6GW AI Buildout

Meta has committed to deploying up to six gigawatts of AMD Instinct GPUs and EPYC CPUs in a multi-year, multi-generation partnership for its AI infrastructure.

General AI Agents: The Ultimate Guide to the 2026 Landscape (Meta, Manus, Kortix & More)

This is Why Meta Acquired Manus AI

The central challenge currently facing the burgeoning AI agent ecosystem is not theoretical capability but operational scalability.

This is Why Meta Acquired Manus AI

The central challenge currently facing the burgeoning AI agent ecosystem is not theoretical capability but operational scalability.