Hedge Funds Question Hyperscaler AI Capex Boom
Hedge funds have coined the term "AI capex fatigue" to describe growing investor skepticism about the massive capital spending by Microsoft, Amazon, Alphabet, Meta, Oracle and other hyperscalers on AI…
Meta Platforms (formerly Facebook) is a technology company that develops the open-source Llama series of large language models, alongside AI research at Meta AI (formerly FAIR).
Hedge funds have coined the term "AI capex fatigue" to describe growing investor skepticism about the massive capital spending by Microsoft, Amazon, Alphabet, Meta, Oracle and other hyperscalers on AI…
A new open-source coding agent, mini-SWE-agent, achieves up to 74% on the SWE-bench verified benchmark using just 100 lines of Python code. Developed by the Princeton and Stanford team behind SWE-benc…
A comprehensive analysis of 27 organizations and over 70 arXiv papers from 2021 to 2026 reveals that DeepSeek, Zhipu AI, Moonshot AI, MiniMax, Xiaomi, Ant Group, Meituan, NVIDIA, StepFun, Poolside, Ar…
RamAIn, a YC W26 company building AI agents that automate enterprise workflows by interacting with legacy systems and desktop applications, is hiring its first business hire. The startup, founded by S…
Meta announced it will begin testing AI subscription services, with the cheapest plan priced at $7.99 per month. The move marks the company's first attempt to monetize its artificial intelligence offe…
Taiwanese technology companies have completed a record $14.5 billion in debt deals to fund artificial intelligence infrastructure expansion, with convertible bond sales alone reaching $4.4 billion in …
Illinois passed Senate Bill 315, the Artificial Intelligence Safety Measures Act, requiring major AI developers like OpenAI, Anthropic, and Google to undergo annual independent safety audits and discl…
Meta CEO Mark Zuckerberg is considering entering the cloud computing market by renting out excess capacity from the company's massive AI data center buildout, which could cost hundreds of billions of …
Credit default swap volumes on major U.S. tech firms hit record highs in December 2025, with exposure surging 90% since September as investors hedge against $121 billion in new AI-related debt. Oracle…
Meta launched paid "Plus" subscriptions across Facebook, Instagram, and WhatsApp, alongside new subscription packages for Meta AI. The subscriptions add extra features across the company's major socia…
Companies are laying off significant portions of their workforce while publicly attributing the cuts to AI-driven productivity gains, a pattern observed at Amazon, Atlassian, Meta, and Block. GitHub r…
Meta is launching global subscription plans for Facebook, Instagram, and WhatsApp over the next few weeks, with Instagram Plus and Facebook Plus priced at $3.99 per month and WhatsApp Plus at $2.99 pe…
Meta launched paid subscription plans for Instagram, Facebook, and WhatsApp worldwide on Wednesday, with Instagram Plus and Facebook Plus priced at $3.99 per month and WhatsApp Plus at $2.99 per month…
Uber COO Andrew Macdonald said he has not observed direct productivity improvements from increased AI token usage, sparking a backlash against "tokenmaxxing" — the practice of maximizing AI token cons…
On 13 May 2026, Meta launched Incognito Chat with Meta AI for WhatsApp, processing conversations inside a hardware-backed Trusted Execution Environment to prevent Meta from reading chat contents. The …
Police in China are now patrolling with second-generation smart glasses that scan crowds, match faces to government databases, and identify individuals in milliseconds, with claimed accuracy rates bet…
Micron Technology and SK Hynix both surpassed $1 trillion in stock market value this week, driven by surging demand for chips used in artificial intelligence. Micron reached the milestone just 48 days…
Meta shares rose nearly 3% Wednesday after the company announced Meta One, a suite of paid subscriptions for Instagram, Facebook, and WhatsApp, priced at $3.99 and $2.99 per month respectively, alongs…
Meta launched global consumer subscriptions for Instagram, Facebook, and WhatsApp on Wednesday, offering plans from $2.99 to $3.99 per month for extra features like profile customization and story ins…
Smartphone shipments are projected to drop 12.9% in 2026, the largest annual decline on record, driven by an artificial intelligence-fueled memory chip shortage that is forcing manufacturers to priori…