Coverage (30d)
3vs20
This Week
0vs2
Evidence
1 articlesTeam Size
—vs67,000
Timeline
Meta2026-08-04
Guided $130-145B AI capex for 2026
Meta2026-08-03
Meta raised its 2026 AI capex forecast to $130-145 billion, up from $110-130 billion.
Meta2026-07-31
Released AskChem on Hugging Face, converting 147,000 chemistry papers into 2.4 million searchable claims.
Meta2026-07-30
Announced $14B Texas AI data center with BlackRock
Meta2026-07-29
Meta and BlackRock invest $14B in Texas AI data center with 1GW capacity
Ant Group2026-07-22
Released Ling-3.0-flash, a 124B-parameter MoE model with 5.1B activated parameters
Meta2026-07-21
Meta develops custom AMD MI400 half-size chip targeting recsys workloads
Ant Group2026-07-09
Completed three-month infrastructure buildout for agent commerce
Ant Group2026-07-08
LingBot-Vision achieves state-of-the-art on 12 spatial perception benchmarks
Ecosystem
Ant Group
competes withMeta1 src
investedAlipay1 src
developedLingBot-Vision1 src
Meta
developedLLaMA 315 src
competes withGoogle12 src
competes withOpenAI10 src
developedLlama7 src
hiredMark Zuckerberg7 src
hiredYann LeCun7 src