Timeline
Meta and BlackRock invest $14B in Texas AI data center with 1GW capacity
Meta develops custom AMD MI400 half-size chip targeting recsys workloads
Off-balance-sheet debt tied to AI infrastructure leases reaches $1.65 trillion across five tech giants, an eightfold increase in four years.
ByteDance Seed releases SpectraReward, a training-free reward model for text-to-image generation.
Meta expands Hyperion supercluster from 2GW to 5GW, pushing Louisiana investment past $50B
Beijing forced Meta to unwind its $2B Manus acquisition
Meta released Muse Spark 1.1 for agentic coding tasks
Released iLLaDA, an 8B diffusion language model trained on 12T tokens.
ByteDance purchased tens of thousands of Iluvatar CoreX AI processors for cloud infrastructure
Building custom data-center CPUs for AI inference, targeting TikTok-scale agent workloads