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09.07.26 - 18:42
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Exclusive: Zuckerberg on Meta′s AI Push (Bloomberg)
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Meta is making its biggest AI monetization move yet. Bloomberg's Kurt Wagner had an exclusive interview with Mark Zuckerberg. They talked about why the company is betting on ultra-low API pricing to win developers, how Meta plans to turn massive AI investments into real revenue, and what the AI transformation means for employees, investors, and the race against OpenAI and Google. (Source: Bloomberg)...
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09.07.26 - 17:15
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Leaked Meta Memo Shows AI Capacity Doubling To 14 Gigawatts (ZeroHedge)
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Leaked Meta Memo Shows AI Capacity Doubling To 14 Gigawatts
Meta shares fell 4.3% at Thursday's open after Reuters reported the contents of an internal memo laying out the next phase of the company's AI infrastructure program.
The stock has clawed back part of the loss through the morning but stayed solidly red while the tape digested the same question it has been chewing on for nine days: is Meta the hyperscaler that just started exercising capex discipline, or the one that just committed to doubling?
Three things to note from today's news. The first is silicon. Iris, Meta's in-house AI accelerator and one of four planned MTIA generations unveiled in March, enters production at TSMC in September after clearing bug validation in six weeks with no major issues - an unusually clean result for a program that has stumbled for more than half a decade. Broadcom is the design partner under an agreement extended through 2029, and Meta plans to ship a new chip roughly every six months through 2027,...
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09.07.26 - 17:15
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AI Price War Breaks Out: Meta Unveils Paid AI Model For First Time, Will Be "Among Most Affordable Options" (ZeroHedge)
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AI Price War Breaks Out: Meta Unveils Paid AI Model For First Time, Will Be "Among Most Affordable Options"
Shortly after a leaked Meta memo revealed the company was planning on putting an AI chip into production in September as it looks to double computing capacity to 14Gigawatts, the company also unveiled a version of its most advanced artificial intelligence model, Muse Spark 1.1, that includes a new paid tier for developers, marking the first time Meta has charged businesses for access to its models and providing a new revenue stream. It'll be "among the most affordable options" on the market, Zuckerberg said in a Bloomberg interview ahead of the release.
“Since this is not an open source model, this is I think the first time that we're doing a real serious API,” Zuckerberg said, referring to the application programming interface used to access Meta's AI. “And the pricing is going to be very aggressive and attractive” he added indicating that Meta hopes to ca...
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