Meta will deploy up to 6 gigawatts of AMD Instinct GPUs across multiple generations in a deal worth up to $100 billion. AMD has issued Meta a warrant for 160 million shares - roughly 10% of the company - at a penny per share, tied to delivery milestones and AMD hitting $600.
Bridgewater Associates warns AI capex has entered a 'dangerous phase' as Alphabet, Amazon, Meta, and Microsoft commit $650 billion to infrastructure in 2026, up 67% from last year.
From pirated libraries to destroyed books to ancient manuscripts, AI companies have consumed millions of copyrighted works and are now approaching the limits of available human text. Here is what they used, what they stole, and what they are looking for next.
Apple is accelerating development of three AI wearable devices built around a Gemini-powered Siri, setting up a direct collision with Meta in a market projected to quadruple this year.
Meta and Nvidia announce a multiyear deal spanning millions of GPUs and CPUs, with Meta becoming the first to deploy Nvidia's Grace CPUs standalone at scale.
A comprehensive review of Meta's Llama 4 Maverick, a 400B parameter open-weight MoE model with 128 experts, 1M context, and multimodal capabilities.
