Big Tech
Meta acquires robotics AI startup as it makes the push into humanoid machines
Meta bought Assured Robot Intelligence (ARI) and says the team will bolster its work on AI for robot control and self-learning.
Topic
Meta
Coverage of Meta Platforms, Mark Zuckerberg, Llama models, and Superintelligence Labs.
27 stories · Updated 2026-05-02
More on Meta
Analysis
WSJ: Big Tech’s AI spending spree is getting expensive — and investors want payback
The Wall Street Journal argues that Microsoft, Amazon, Meta, and Alphabet are ramping capital spending for AI fast enough that depreciation is starting to bite, raising pressure to translate AI demand into durable profit.
Big Tech
Meta says its business AI now facilitates 10 million conversations a week
Meta says usage of its business AI across messaging apps has grown 10x since the start of the year as it expands access and lays groundwork for monetization.
Analysis
WSJ: Big Tech's AI spending wave is accelerating job cuts
A WSJ column argues companies are reallocating budgets from headcount to chips and data centers, with layoffs spreading beyond a few giants.
Big Tech
Meta signs deal to use millions of Amazon’s Graviton chips for AI workloads
The agreement highlights a growing shift toward CPUs and custom silicon for running AI agents after models are trained.
Big Tech
Meta says it will cut 8,000 jobs as AI spending grows
The company said it plans to reduce headcount by about 10% and keep investing heavily in AI infrastructure.
Analysis
Wall Street Turns Bullish on Neoclouds, But Analysts Warn of High Debt and Fragile Economics
CoreWeave surged 42% in April and Nebius drew a new Citi target, yet McKinsey and industry veterans caution that the bare-metal AI cloud model carries outsized risk.
Big Tech
Meta to Cut 8,000 Jobs — About 10% of Its Workforce — as AI Spending Surges
The layoffs, effective May 20, will eliminate roughly 10% of Meta's global headcount alongside 6,000 open roles, as the company funnels billions into AI infrastructure.
Big Tech
Google Commits Up to $40 Billion to Anthropic in Largest AI Investment Deal Yet
Alphabet will inject $10 billion immediately at a $380 billion valuation, with $30 billion more contingent on Anthropic hitting performance benchmarks.
Analysis
Meta, Microsoft Job Cuts Push 2026 Tech Layoffs Past 92,000 as AI Restructuring Accelerates
With four of the largest tech companies planning to spend nearly $700 billion on AI this year, economists are questioning whether the jobs being eliminated will ever return at the same scale.
Big Tech
Microsoft Offers Voluntary Buyouts to 8,750 U.S. Employees, a First in Its 51-Year History
Workers whose combined age and years of service at Microsoft total 70 or more are eligible for the early retirement package, which covers up to 7% of the company's domestic workforce.
Big Tech
OpenAI Projects $100 Billion in Annual Ad Revenue by 2030, Targets Global Advertising Duopoly
Internal investor documents reveal ChatGPT's early ad pilot crossed $100 million in annualized revenue within six weeks, with projections scaling to $11 billion by 2027 and $53 billion by 2029.
AI
Anthropic Signs Multibillion-Dollar Cloud Deal With CoreWeave to Power Claude
The agreement gives Anthropic a new tranche of Nvidia-powered data center capacity in the US, as demand for Claude continues to surge past a $30 billion annual run rate.
AI
Meta AI app rockets from No. 57 to No. 5 in the U.S. App Store after Muse Spark launch, with downloads up 87% in a day
The surge in installs suggests Muse Spark may have revived consumer interest in Meta's AI product, which has lagged well behind ChatGPT, Claude, and Gemini.
Analysis
Meta's Muse Spark gives Zuckerberg a credible seat at the frontier AI table for the first time
Wired's analysis finds the model represents a genuine qualitative leap over Llama 4, but Meta's shift away from open-source by default marks a strategic inflection point worth watching.
AI
Meta launches Muse Spark, its first AI model from Superintelligence Labs, in a major reboot of its AI strategy
Built from scratch by the team Zuckerberg assembled after being disappointed by Llama 4, Muse Spark benchmarks favorably against models from OpenAI, Anthropic, and Google in early evaluations.
Chips
Foxconn parent Hon Hai posts 30% revenue surge as AI server demand holds strong into 2026
The Nvidia manufacturing partner's quarterly results signal that hyperscaler appetite for AI compute hardware remains robust despite geopolitical headwinds.
Big Tech
Meta, Google, and Microsoft race to lock up natural gas capacity for AI data centers — and risks are mounting
The three tech giants are committing to gigawatts of gas generation capacity to feed insatiable AI energy demand, raising questions about long-term resource and climate exposure.
Big Tech
Meta Deploys Advanced AI Systems for Content Enforcement, Cutting Third-Party Vendor Reliance
Meta says its new AI enforcement systems detect twice the adult sexual solicitation content and reduce error rates by more than 60 percent compared to human review teams, while flagging around 5,000 scam attempts daily.
Analysis
TechCrunch Midpoint Report: The AI Stories Shaping 2026's First Quarter
From Anthropic's Pentagon battle to the data center construction boom and hardware price inflation, a roundup of the defining AI narratives through mid-March finds the industry at a pivotal inflection.
Chips
Meta Unveils Four Generations of Custom MTIA AI Chips in Bid to Reduce Reliance on Nvidia
The social media giant's accelerated silicon roadmap targets both ranking and generative AI inference, with all four chip generations deploying within two years at a pace far faster than industry norms.
Big Tech
Nscale's 'Stargate Norway' Project Targets 100,000 Nvidia GPUs by Year End as European AI Compute Race Accelerates
The British AI infrastructure company's $2 billion raise adds Sheryl Sandberg and Nick Clegg to its board, positioning it for a potential 2026 IPO with OpenAI and Microsoft as anchor customers.
Startups
Yann LeCun's AMI Labs Raises $1.03 Billion to Build AI That Understands the Physical World
The Turing Award winner's new startup, backed by Nvidia, Samsung, and Bezos Expeditions, is betting that world models will surpass large language models for real-world applications.
Big Tech
Oracle Plans Thousands of Layoffs as AI Data Center Expansion Strains Cash Flow
The job reductions will affect divisions across the company and may begin this month, with some cuts targeting roles Oracle expects AI to make redundant.
Analysis
Inside the Trillion-Dollar Race to Build AI Infrastructure: $700 Billion in 2026 Spending, Stargate Construction Underway
A comprehensive analysis of AI infrastructure commitments finds hyperscalers planning nearly $700 billion in 2026 data center spending, with Stargate construction underway in Texas and Oracle locking in $300 billion in compute contracts.
Chips
Nvidia Posts $43 Billion Quarterly Profit on Record $68 Billion Revenue as AI Chip Dominance Deepens
Nvidia's fiscal fourth quarter delivered its most profitable period ever, surpassing the quarterly earnings of Apple, Microsoft, and Alphabet, with data center revenue surging 75% year-over-year to $62.3 billion.
Chips
Meta Strikes Multibillion-Dollar Chip Deal With AMD, Takes Up to 10% Equity Stake Option
AMD and Meta announced a sweeping chips-for-stock agreement under which Meta will acquire AI chips equivalent to six gigawatts of capacity and gain the option to purchase up to a 10% stake in AMD.
