Tags: AI Spending

Meta is reportedly preparing to cut roughly one-fifth of its staff as the company ramps up spending on artificial intelligence. Executives have asked peers to begin planning for the layoffs, though no exact headcount or timeline has been disclosed. The move comes amid Meta's aggressive AI hiring, large acquisitions, and a $600 billion data‑center investment plan through 2028. While the company seeks to lower costs by leveraging AI tools, it continues to pursue ambitious projects such as the Avocado model and new AI‑focused acquisitions. Lire la suite

Three of the largest U.S. technology firms—Meta, Google (Alphabet), and Microsoft—reported record quarterly profits alongside unprecedented capital outlays for artificial‑intelligence infrastructure. Meta forecast capex of $70‑$72 billion, up from its prior range, while Alphabet lifted its 2025 spending outlook to $91‑$93 billion. Microsoft’s quarterly capex rose to $34.9 billion, a 74 percent year‑over‑year jump. All three companies highlighted strong revenue growth in cloud and advertising segments, aggressive AI talent recruitment, and strategic partnerships, even as analysts warn of a possible AI market bubble. Lire la suite

Meta is rapidly increasing its AI-related operating and capital expenses, but investors remain uneasy as the company has yet to demonstrate clear revenue‑generating AI products. While Meta AI boasts a large user base and experiments like Vibes and smart glasses have launched, analysts say the spending lacks a concrete product anchor, causing the stock to slide and raising questions about the long‑term payoff of Meta's AI investments. Lire la suite