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Investing.com38d agobearish
Meta superintelligence labs drops Muse Spark 1.1

Investing.com -- Meta Platforms’ specialized AI division, Meta Superintelligence Labs, announced Thursday the release of Muse Spark 1.1. The updated multimodal reasoning model is specifically engineered to handle autonomous "agentic" workflows, boasting a massive one-million-token context window alongside major upgrades to coding and direct computer control. The release marks a significant push by Meta to lead the enterprise AI market. Alongside the consumer-facing rollout, the company launched

Meta business model in trouble from $1.4 trillion lawsuit
TheStreet38d agobearish
Meta business model in trouble from $1.4 trillion lawsuit

If you have ever caught yourself doom scrolling on Instagram or Facebook for hours on end and felt bad, don't; the technology is working exactly how it was intended to. Everything from the length and style of the Reels to the algorithms' encyclopedic knowledge of your likes and dislikes is designed ...

IBM—and Quantum Computing—Get an Unlikely Celebrity Endorsement
Barrons.com38d agoneutral
IBM—and Quantum Computing—Get an Unlikely Celebrity Endorsement

The clearest sign that quantum computing has breached the cultural mainstream is that even professional basketball players are taking notice. After years of scientists rallying behind the technology, endorsements have started rolling in from outside the lab. Most recently, quantum found an unlikely advocate in Kyle Kuzma, NBA player for the Milwaukee Bucks, who visited IBM’s Thomas J. Watson Research Center last week to tour the facilities.

Can Nebius Group (NBIS) Justify Its Valuation Following Nasdaq 100 Inclusion And New AI Launches?
Simply Wall St.38d agoneutral
Can Nebius Group (NBIS) Justify Its Valuation Following Nasdaq 100 Inclusion And New AI Launches?

Nebius Group (NasdaqGS:NBIS) has been added to the Nasdaq-100, a shift that often draws in index-linked capital, just as the company rolls out new AI offerings and faces fresh competition from Meta Platforms. See our latest analysis for Nebius Group. The recent index inclusion and AI product launches come after a volatile stretch, with Nebius Group’s share price up 140.67% year to date and 58.79% over 90 days. Over 1 year, the total shareholder return is very large, suggesting strong but...

Chip Stocks Are Buys on Weakness — A Top Name That Pros Expect Big Things From in the Second Half
24/7 Wall St.38d agobullish
Chip Stocks Are Buys on Weakness — A Top Name That Pros Expect Big Things From in the Second Half

The semiconductor scene is going through an intense period of volatility again, but nothing much has changed when it comes to Wall Street analysts who stand by their targets. With the broader semiconductor names under pressure following the single-day plunge suffered by the South Korean memory giants, questions linger as to whether the AI chip ... Chip Stocks Are Buys on Weakness — A Top Name That Pros Expect Big Things From in the Second Half

Jim Cramer Explains How SpaceX is Changing the Economics of the xAI Business
Insider Monkey38d agoneutral
Jim Cramer Explains How SpaceX is Changing the Economics of the xAI Business

Space Exploration Technologies Corp. (NASDAQ:SPCX) was among Jim Cramer’s stock calls on Mad Money, as he highlighted the AI opportunities in neoclouds. Cramer mentioned the company during the episode and said: SpaceX is now in the same business as well, and it’s allowing them to totally change the economics of their XAI business. Normal neocloud […]

Jim Cramer on Nebius: “The Stock’s Been a Juggernaut”
Insider Monkey38d agoneutral
Jim Cramer on Nebius: “The Stock’s Been a Juggernaut”

Nebius Group N.V. (NASDAQ:NBIS) was among Jim Cramer’s stock calls on Mad Money, as he highlighted the AI opportunities in neoclouds. Cramer highlighted the company’s deals with the mega-cap companies, as he commented: Next up is Nebius. It also has the Jensen Huang seal of approval, as NVIDIA took a $2 billion stake in this […]

Jim Cramer Highlights Meta Entering the Neocloud Business
Insider Monkey38d agoneutral
Jim Cramer Highlights Meta Entering the Neocloud Business

Meta Platforms, Inc. (NASDAQ:META) was among Jim Cramer’s stock calls on Mad Money, as he highlighted the AI opportunities in neoclouds. Cramer highlighted the company’s entry into the neocloud space, as he remarked: Last week, we learned that Meta Platforms might pivot some of its AI business and join the ranks of the neoclouds. These […]

Investing.com38d agobearish
Meta falls as massive AI infrastructure spending plans overshadow chip progress

Investing.com -- Meta Platforms (NASDAQ:META) shares declined 2.6% Thursday morning as the company’s ambitious plans to double its computing capacity reminded investors of the astronomical capital expenditures required to win the artificial intelligence race. While the social media giant announced it will begin manufacturing its first in-house AI chip this September—a move intended to eventually lower computing costs—the sheer scale of the company’s near-term spending plans triggered immediate a

Meta Plans to Sell AI Compute — So Why Spend $10 Billion to Build Even More Data Centers?
24/7 Wall St.38d agobearish
Meta Plans to Sell AI Compute — So Why Spend $10 Billion to Build Even More Data Centers?

Artificial intelligence spending has entered a new phase. The industry’s biggest technology companies are no longer debating whether to build more infrastructure — they’re competing to build it faster than everyone else. Meta Platforms (NASDAQ:META) is among the most aggressive, with capital expenditures expected to reach between $125 billion and $145 billion this year, according ... Meta Plans to Sell AI Compute — So Why Spend $10 Billion to Build Even More Data Centers?

Exclusive-Meta to put AI chip into production in September as it looks to double computing capacity, memo shows
Reuters38d agoneutral
Exclusive-Meta to put AI chip into production in September as it looks to double computing capacity, memo shows

Meta Platforms plans to start manufacturing an artificial intelligence chip from September as part of its plan to boost overall ‌computing power to 14 gigawatts next year, showed an internal memo reviewed by Reuters. The tech firm's data center ‌chip, code-named "Iris", is part of a four-generation project for Meta Training and Inference Accelerators (MTIA) that it will design in-house. Meta tailored the chip for its own needs and is working with Broadcom ‌to help design it and Taiwan Semiconductor ⁠Manufacturing Co to manufacture it.