➀ Meta accelerates AI infrastructure with 'tented' data centers to reduce costs and deployment time, aiming for gigawatt-scale clusters like Prometheus (1GW) and Hyperion (5GW);
➁ Plans include eliminating backup power redundancy and leveraging on-site natural gas plants, despite risks of extreme weather;
➂ Zuckerberg positions Meta as a future AI compute leader, potentially pivoting to infrastructure services amid competition from NVIDIA and xAI.
➀ The article highlights the market shares of the top five AR/VR headset vendors in 2025, according to IDC data;
➀ Meta dominates the market with an overwhelming 74.6% share, followed by Apple (5.2%), Sony (4.3%), ByteDance (4.1%), and XREAL (3.3%);
➂ The piece also lists recommended articles on supply chain trends, engineer wealth, and unconventional tech ideas.
➀ A recent report has revealed that Meta's AI chatbot poses danger to children as it's allegedly having sexual conversations with minors.
➁ Concerns have been raised that Meta may have crossed ethical restrictions in its haste to deploy the feature, and that the company is not doing enough to protect children.
➂ Meta has denied the report and claims changes have been made to the chatbot to prevent such occurrences.
➀ After two years of decline, AR/VR headset shipments grew by 10% in 2024, according to IDC.
➁ Meta leads the market with a 74.6% share, followed by Apple, Sony, ByteDance, and XREAL.
➂ Meta and XREAL are the only two among the top five companies that recorded year-over-year growth.
➀ South Korean AI chip startup FuriosaAI has rejected an $800 million acquisition offer from Meta;
➁ The company has chosen to grow independently instead;
➂ Discussions between FuriosaAI and Meta have been ongoing since early this year.
➀ Meta plans to launch a standalone AI app this year to establish itself as a leader in AI, prompting a reaction from OpenAI.
➁ The app is part of CEO Mark Zuckerberg's strategy to position Meta at the forefront of the AI industry.
➂ OpenAI, the creator of ChatGPT, has noticed Meta's plans and CEO Sam Altman hinted at a possible new social app from OpenAI.
Meta has announced an ambitious undersea cable project called 'Project Waterworth' to connect the U.S., Brazil, Africa, Asia, and Australia, spanning over 50,000 km. The project is set to be the longest cable deployed so far and will likely cost over $10 billion. It aims to enhance economic cooperation, digital inclusion, and technological development in the regions connected. Meta is also focusing on avoiding geopolitical hotspots and using more resilient cabling technology.
➀ Apple has reportedly canceled plans to develop advanced AR glasses that would have connected to iPhones and Macs.
➁ The decision comes after poor performance in executive reviews and follows the failure of the Vision Pro headset.
➂ Meta continues to progress with its AR glasses, aiming for a 2027 release.
➀ Meta plans to invest over $65 billion in AI development in 2025.
➁ The company will build a massive data center and acquire over 1.3 million AI GPUs.
➂ Meta aims to lead in AI innovation and serve more than 1 billion people with its AI assistant.
➀ A short-term ban on TikTok and other ByteDance-owned apps has been implemented.
➁ In response, Meta has announced the launch of a new competing app called Edits.
➂ Edits is a free video editing app with various features including text insertion, captioning, audio tracks, stickers, special effects, and more.
