CEO projects token demand to reach 1.27T per 10 seconds by 2030, a 40x increase from 2026.

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.

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

Meta begins unprecedented compute ramp for superintelligence spanning 2000km+ across data centers

Qualcomm in talks to acquire Modular for $4B

Launched AI data center program with a major hyperscaler customer for inference workloads.

Initial shipments of custom hyperscaler silicon expected