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Key Facts

Founded2004

Key PeopleMark Zuckerberg, Alexandr Wang

HeadquartersMenlo Park, USA

ProductsLlama, Meta AI

Top News

Meta pivots to AI smart glasses after Reality Labs loses $19 billion on VR in 2025

Meta is redirecting its Reality Labs division away from virtual reality and toward AI-powered smart glasses after losing $19.1 billion on VR in 2025. CEO Mark Zuckerberg says smart glasses sales tripled last year and predicts most eyewear will become AI glasses within years, comparing the moment to the smartphone revolution. The strategic shift follows layoffs of over 1,000 Reality Labs employees and studio closures.

Business6 sources

Meta pivots to AI smart glasses after Reality Labs loses $19 billion on VR in 2025

Business6 sources

Meta plans to spend up to $135 billion on AI as Zuckerberg pivots from metaverse to personal data

Mark Zuckerberg revealed Meta will dramatically increase AI spending to between $115 billion and $135 billion in 2026, nearly double last year's $72 billion. The company is betting its massive trove of user data from Facebook, Instagram, and WhatsApp will give it a competitive edge in building personalized AI that understands individual users better than any rival.

Business12 sources

Meta plans to spend up to $135 billion on AI as Zuckerberg pivots from metaverse to personal data

Business12 sources

Big Tech AI spending faces investor demand test as Meta soars and Microsoft stumbles

Meta's stock jumped 9% after reporting 24% revenue growth fueled by AI-enhanced ad targeting, while Microsoft dropped 10% despite massive AI investments. The contrasting market reactions reveal a critical shift: investors will tolerate record AI spending only when companies deliver strong financial returns, marking a turning point in Wall Street's patience three years after ChatGPT's launch.

Technology24 sources

Big Tech AI spending faces investor demand test as Meta soars and Microsoft stumbles

Technology24 sources

Meta stock surges 10% as revamped AI strategy delivers strong fourth-quarter financial results

Meta exceeded Wall Street expectations with $59.89 billion in Q4 revenue, up 24% year-over-year, and earnings of $8.88 per share. The company's artificial intelligence investments are paying off with measurable improvements in ad performance and engineering productivity. Despite projecting capital expenditures of $115-135 billion for 2026, investors rallied behind Meta's bullish revenue guidance and evidence that its revamped AI strategy is delivering tangible returns.

Business10 sources

Meta stock surges 10% as revamped AI strategy delivers strong fourth-quarter financial results

Business10 sources

Snap spins out AR glasses business into Specs Inc. to challenge Meta's smart glasses dominance

Snap is launching Specs Inc. as an independent subsidiary for its augmented reality smart glasses, seeking external investments to compete with Meta's Ray-Ban glasses. After investing over $3 billion across 11 years, Snap positions its see-through lenses and AI-powered Intelligence System as a new computing paradigm, with products expected later in 2026.

Business6 sources

Snap spins out AR glasses business into Specs Inc. to challenge Meta's smart glasses dominance

Business6 sources

AI Data Centers Face Growing Backlash as Energy Bills Rise and Communities Push Back

Communities across the US are blocking AI data centers over rising electricity costs and resource strain. Meta has spent $6 million on TV ads while over two dozen projects face delays this month alone. The issue is scrambling traditional political lines, with lawmakers from both parties calling for stricter regulations on data center energy use.

Policy4 sources

AI Data Centers Face Growing Backlash as Energy Bills Rise and Communities Push Back

Policy4 sources

Corning lands $6 billion Meta deal for AI data centers, stock surges to near-record highs

Meta has committed to paying Corning up to $6 billion through 2030 for fiber-optic cables in its AI data centers, sending the 175-year-old glassmaker's stock soaring 16%. The deal supports Meta's plan to build 30 data centers, including 26 in the U.S., as part of a $60 billion infrastructure investment. Corning will expand its North Carolina manufacturing facility to become the world's largest fiber-optic cable plant.

Business7 sources

Corning lands $6 billion Meta deal for AI data centers, stock surges to near-record highs

Business7 sources

UK government recruits Meta-backed AI team to transform transport, defense and public safety

The UK government has assembled a team of artificial intelligence specialists funded by Meta to develop open-source AI tools over the next year. The initiative targets improvements in transport networks, public safety, and national security while allowing public bodies to maintain control over sensitive data without relying on commercial systems.

Policy3 sources

UK government recruits Meta-backed AI team to transform transport, defense and public safety

Policy3 sources

Meta tests premium subscriptions across Instagram, Facebook, and WhatsApp with AI features

Meta plans to test new premium subscriptions across its apps in the coming months, offering expanded AI capabilities including the $2 billion Manus acquisition and Vibes video generation. While core services remain free, a Forrester poll reveals 47% of users see no value in paid features, though even 5% adoption could generate hundreds of millions monthly.

Technology12 sources

Meta tests premium subscriptions across Instagram, Facebook, and WhatsApp with AI features

Technology12 sources

Meta Ray-Ban Display impresses with features but restrictive software ecosystem holds it back

Meta's $800 Ray-Ban Display smart glasses showcase advanced Neural Band gesture controls and heads-up navigation, but reviewers highlight significant software limitations. The wearables lock users into Meta's ecosystem, blocking third-party push notifications and calendar integration while offering limited translation options compared to competitors.

Technology2 sources

Meta Ray-Ban Display impresses with features but restrictive software ecosystem holds it back

Technology2 sources

Meta pauses teen access to AI characters as court filing reveals Zuckerberg rejected safety controls

Meta has suspended teen access to AI characters across all its platforms while developing a new version with parental controls. The move comes as internal documents reveal CEO Mark Zuckerberg initially rejected safety recommendations and opposed parental controls, despite staff warnings about sexual interactions with minors. The company faces a New Mexico trial next month over allegations of insufficient protection of children.

Policy24 sources

Meta pauses teen access to AI characters as court filing reveals Zuckerberg rejected safety controls

Policy24 sources

China deepens review of Meta's $2 billion Manus acquisition over tech export concerns

Beijing has expanded its investigation into Meta's $2 billion acquisition of Chinese-founded AI startup Manus, examining potential violations of tech export controls, cross-border currency flows, and tax accounting rules. The probe highlights concerns about foreign control of AI technology and spotlights the practice of 'Singapore-washing' by Chinese companies relocating to avoid regulatory oversight.

Policy3 sources

China deepens review of Meta's $2 billion Manus acquisition over tech export concerns

Policy3 sources

Pocket FM hires former Meta scientist Vasu Sharma as head of AI to advance audio storytelling

Pocket FM has appointed Vasu Sharma, a former scientist at Meta's Facebook AI Research (FAIR), as its head of AI. Sharma will lead AI research and innovation across narrative generation, production intelligence and large-scale localisation. His work will focus on developing models that understand story structure and dramatic flow while maintaining creator control over content quality.

Business2 sources

Pocket FM hires former Meta scientist Vasu Sharma as head of AI to advance audio storytelling

Business2 sources

Meta Superintelligence Labs delivers first internal AI models, CTO Andrew Bosworth reveals

Meta's newly formed Superintelligence Labs has delivered its first high-profile AI models internally, just six months after its establishment. CTO Andrew Bosworth called the models "very good" while speaking at the World Economic Forum in Davos, signaling progress in Mark Zuckerberg's aggressive push to compete at the AI frontier.

Technology4 sources

Meta Superintelligence Labs delivers first internal AI models, CTO Andrew Bosworth reveals

Technology4 sources

Meta's Dina Powell McCormick urges AI rivals to center humanity in collaborative approach

Meta's new president Dina Powell McCormick made her Davos debut calling AI transformation a 'group sport' requiring industry collaboration. Speaking eight days into her role, she urged tech companies to align on core values ensuring AI safety and productivity, while highlighting the need for 500,000 electricians to power the next phase of AI growth.

Technology2 sources

Meta's Dina Powell McCormick urges AI rivals to center humanity in collaborative approach

Technology2 sources

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