Meta signs a potential $100 billion AI chip deal with AMD, securing up to 6 gigawatts of capacity as it diversifies beyond ...

We think that as 2026 progresses, investors will be able to see clear returns on Meta’s artificial intelligence investments.

Meta has agreed to deploy up to 6 gigawatts of AMD Instinct GPUs to build out its AI technology development and models.

AMD has secured Meta as a customer for its Helios rack-scale system, as Nvidia's Blackwell faces heightened competition.

A new study found that chatbots were no better than Google — already a flawed source — at guiding users to correct diagnoses, or helping with what to do next.

Meta Platforms is ramping CapEx, with 2026 guidance of $115–135 billion, fueling concerns over near-term ROIC compression.

Meta Platforms faces skepticism over AI CapEx, but AI-driven ad gains may boost long-term ROI. Click here to read my latest ...

Mark Zuckerberg, the Facebook co-founder and owner of Instagram, will appear in a California court on Wednesday in a landmark legal case over whether social media is addictive to children. It will ...

Cognitive warmup. A few thoughts to start off with. Random, unrelated musings, but wanted to get these off my chest. (Unsplash) It was in August of 2025 when AI startup Perplexity made a cheeky ...

Meta CEO Mark Zuckerberg made the case for his company's continued AI expansion — and its need to continue scaling infrastructure — after Meta's fourth-quarter earnings on Wednesday included a revenue ...

Yann LeCun, Meta’s outgoing chief AI scientist, says his employer tested its latest Llama model in a way that may have made the model look better than it really was. In a recent Financial Times ...