Meta

Meta is the technology company behind Facebook, Instagram, WhatsApp and other platforms, and it has made AI central to its next phase of growth. Recent developments include the construction of large data centers, development of in-house AI chips and models, consideration of leasing cloud computing capacity for AI, and exploration of agentic commerce and subscriptions for smart glasses. The company also faces concerns over computing costs, progress on AI agents and controversy involving performance ratings in layoffs. Its strategy affects GPUs, chip supply chains, the cloud market and the evolution of social platforms, making Meta important to watch.