Timeline
Meta and BlackRock invest $14B in Texas AI data center with 1GW capacity
Deployed RecGPT-V3 on Taobao, achieving +3.97% GMV improvement and 52.4% cost reduction
Alibaba released RynnBrain 1.1 on Hugging Face with 2B, 9B, and 122B-A10B MoE models for robot manipulation.
Released Accio Work, autonomous AI agents for supply chain management
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.
Announced Qwen3.8, a 2.4 trillion parameter open-weight model
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