Meta

Meta Platforms, Inc., as of February 16, 2026, is the parent company of Facebook, Instagram, and WhatsApp, operating a large-scale AI research and infrastructure division. In its full-year 2025 earnings filed on January 29, 2026, Meta reported $38.5 billion in capital expenditures, and CEO Mark Zuckerberg stated on the accompanying call that the company ended 2025 with a compute infrastructure totaling approximately 600,000 H100 GPU equivalents, measured by aggregate theoretical floating-point performance. Its open-weight Llama 4 model family was publicly released on April 15, 2025, headlined by the 400-billion-parameter Llama 4 Maverick, distributed under a custom license that restricts commercial use for entities with over 700 million monthly active users. This matters now because Meta disclosed in its Q4 2025 letter to shareholders that Llama 4 is already powering a new generative AI feed-ranking system on Facebook, making it a live test case for whether an ad-supported, partially open model—where weights are public but usage is constrained—can challenge fully proprietary systems from competitors like OpenAI and Google amid escalating global regulatory debates over open-weight AI proliferation.

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