A reporter who did not pick Google or Amazon or Nvidia for the Dow says SpaceX is too risky to join other indices. SpaceX is getting accelerated inclusion into the Nasdaq, MCSI and maybe the SP500. Alphabet, Meta, Broadcom, and Micron are NOT in the Dow — even though they are among the most profitable …
Meta Muse Spark (originally codenamed Avocado) is Meta’s first model from its new Meta Superintelligence Labs (MSL). It launched on April 8, 2026 and will be the first of a new Muse family of models. Meta describes it as a natively multimodal reasoning model designed from the ground up for vision + language integration (not …
Meta has a joint venture agreement with Blue Owl Capital in a deal worth $27 billion to fund and develop the social media company’s massive Hyperion data center in rural Louisiana. The deal will see Blue Owl own 80% of the Hyperion data center, with Meta taking the remaining 20% stake. Blue Owl contributed about …
Meta’s Ray-Ban smart glasses have become the clear leader in consumer AI and XR wearables, with over 3.5 million units shipped since launch and tripled sales in the first half of 2025 compared to the previous year. Meta now holds over 60% of the global AR/VR and smart glasses market, with its glasses accounting for …
XAI Grok 1 launched in November 2023 using rented Oracle GPUs, but xAI shifted to in-house builds due to compute shortages. Colossus 1 in Memphis: Built in a former Electrolux factory, it reached 100,000 NVIDIA H100 GPUs in 122 days (May 3 to September 2, 2024). It expanded to 230,000 GPUs (including H200s and GB200s) …
Microsoft and Meta both beat earnings expectations by large amounts and the reason was because of AI helping their basic business. All of the forward guidance was also going to be superior because of AI. If they were not supply constrained growth would be even better. AI played a decisive role in the better-than-expected earnings …
Sam Altman’s recent claim (from mid-July 2025) that OpenAI will bring “well over 1 million GPUs online by the end of this year” appears to refer to aggregate compute capacity across many partnerships and locations. The main Texas location for Stargate plans to have 400,000 chips installed in the middle of 2026. Oracle partnership announcement …
Mark Zuckerberg described Meta will spend hundreds of billions for a superintelligence effort. Zuckerberg is building the most elite and talent-dense team in the industry. Meta is going to invest hundreds of billions of dollars into compute to build superintelligence. They have the capital from our business to do this. SemiAnalysis just reported that Meta …
Meta has hired about 15-20 AI researchers from OpenAI and Google Gemini. Many are getting $100 million signing bonuses and $10+ million per year in salary. There are terms to those agreements in terms of what has to be done by the new hires to keep the bonuses. Meta paid $15 billion for 49% of …
The All in Podcast ranked who they thought would be number one and number 2 in AI in 5 years. Thomas Laffont, East/West Conference, calls for Nvidia #1 and Tesla #2 (dark horse). Chamath says Tesla #1 and Google #2. Chamath says it is because Tesla and XAI have the full stack AI offering. Jason …
Meta is ranked 23rd on the LLM leaderboards and is also behind several Chinese open source LLM models. Meta Chief AI Scientist Yann LeCun explains why bigger models and more data alone can’t cross the gap to true intelligence—and what will move the field forward. Meta’s Yann LeCun says AGI cannot be reached by scaling …