Oracle-OpenAI Drops Texas Expansion, Meta Steps In
Oracle and OpenAI scrapped plans to expand the Stargate AI data center in Abilene, Texas. Meta now in talks to lease the site, with Nvidia facilitating.
/ 44 items
#META↓
Meta's AI Chip Ambitions Stall: Drops Olympus, Bets Big on Google TPUs & More
Meta abandons its most advanced in-house AI training chip (Olympus) due to design struggles and shifts focus to simpler MTIA versions while securing multi-billion deals to rent Google TPUs and buy chips from AMD & Nvidia.
Meta Bets Big on AMD: $60B AI Chip Pact Plus Option for 10% Ownership
AMD seals a huge multi-year agreement with Meta to supply up to $60 billion in AI chips, including 6 gigawatts of powerful GPUs and custom CPUs. The deal boosts AMD's position in the AI race and includes stock options for Meta.
AppLovin Flips the Script: Building Its Own Social Network After TikTok Bid Flop
Mobile ad giant AppLovin is shifting gears to create a next-gen social network, using its strong ad tech to challenge Meta, TikTok, and others.
Meta's AI Infrastructure Leap: Nvidia Supplies Millions of GPUs, CPUs, and Networking for 2026-2028 Push
Nvidia and Meta announce a major multiyear partnership to supercharge Meta's AI with millions of advanced chips, standalone CPUs, and networking tech—driving stock gains for NVDA and META while pressuring rivals.
Meta's $27 Billion Data Center Deal: A Hidden Risk?
Meta Platforms used clever accounting to keep a massive $27B AI data center project off its books via a joint venture. Its auditor flagged it as a high-risk call, sparking investor worries and calls for government scrutiny.