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Groq
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Meta
stablePositive
Est. 2004·Menlo Park, CA
Coverage (30d)
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This Week
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Evidence
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Timeline

Meta2026-07-29

Meta and BlackRock invest $14B in Texas AI data center with 1GW capacity

Meta2026-07-21

Meta develops custom AMD MI400 half-size chip targeting recsys workloads

Meta2026-07-21

Off-balance-sheet debt tied to AI infrastructure leases reaches $1.65 trillion across five tech giants, an eightfold increase in four years.

Meta2026-07-13

Meta expands Hyperion supercluster from 2GW to 5GW, pushing Louisiana investment past $50B

Meta2026-07-11

Beijing forced Meta to unwind its $2B Manus acquisition

Meta2026-07-10

Meta released Muse Spark 1.1 for agentic coding tasks

Groq2026-04-22

Developed specialized Language Processing Units (LPUs) that can outperform GPUs for specific inference tasks

Groq2026-03-11

Expanded partnership with Samsung, increasing chip orders from 9,000 to 30,000 wafers

Ecosystem

Groq

developedLPU2 src
competes withNvidia1 src
usesLLaMA 31 src
developedGroqChip1 src

Meta

developedLLaMA 315 src
competes withGoogle11 src
competes withOpenAI10 src
developedLlama7 src
hiredMark Zuckerberg7 src
hiredYann LeCun7 src

Evidence (1 articles)

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