Meta in Early Talks to Lease $10 Billion AI Compute Capacity to Anthropic
The move could create a new revenue stream for Meta while helping Anthropic reduce reliance on its existing SpaceX contract.
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BofA Sees Meta’s AI Chip Breakthrough as Major Turning Point for Cost Control
Bank of America calls Meta’s custom AI chip progress and faster, cheaper 14GW infrastructure buildout a “big positive.” Iris production starts September 2026.
Tencent Set to Become Largest Shareholder of AI Startup Manus After Unwinding Meta’s $2B Deal
Tencent teams up with early investors to buy back AI startup Manus from Meta at $2B valuation.
Meta Stock Climbs as Muse Image Takes On OpenAI and Midjourney
Meta unveils Muse Image, its first in-house AI image generation model, integrated into Instagram, WhatsApp, and Meta AI.
Meta Plans Cloud Business to Monetize Excess AI Compute Capacity
Meta is developing a new cloud offering to monetize its massive AI infrastructure, selling GPUs, servers, and Llama models to external customers.
Qualcomm Unveils Dragonfly C1000 and Lands Multi-Generation Meta AI Deal
At Investor Day 2026, Qualcomm announced Dragonfly C1000 for AI workloads, major Meta partnership, Microsoft collaboration, and sharply raised long-term targets.