# Meta
Latest news and articles about Meta
Total: 5 articles found
Google’s Blowout Quarter Reinforces AI-Driven Demand for Optical Infrastructure — A Boost for China’s Communications Suppliers
Alphabet’s strong quarterly results — faster search growth, 48% cloud revenue expansion and improved cloud margins — confirm that generative AI is moving into scalable, profitable products. That momentum is driving massive investment in optical interconnects and datacentre infrastructure, benefiting specialised communications suppliers and reflected in strong returns for funds concentrated in optical‑equipment makers. The shift raises strategic supply‑chain and policy questions as co‑packaged optics and silicon photonics become central to AI scale‑up.
Wall Street’s AI Bill: Microsoft’s $381bn Market Shock and the Hard Question for Tech Giants
A recent sharp sell‑off wiped about $381 billion off Microsoft’s market value after Azure growth showed signs of slowing and the company flagged more than $100 billion of capital spending for the year. The market reaction underscores a broader investor scepticism about whether massive AI‑related investments across big tech will be monetised, shifting the emphasis from spending to demonstrable returns.
Apple’s AI Brain Drain Deepens as Researchers Jump to Meta and DeepMind
Apple has lost at least four AI researchers — Yinfei Yang, Haoxuan You, Bailin Wang and Zirui Wang — who have joined Meta and Google DeepMind, following a recent departure of a senior Siri executive. The departures highlight a fierce talent competition in AI and raise concerns about Apple’s ability to rapidly scale advanced large‑model capabilities while maintaining its product and privacy constraints.
EU Designates WhatsApp a ‘Very Large’ Platform, Pushing Meta into Stricter Digital Regulation
The European Commission has designated WhatsApp as a ‘very large online platform’ under the Digital Services Act after its Channels feature surpassed the 45 million‑user threshold in the EU. The move compels Meta to implement systemic‑risk assessments, stronger transparency and content‑mitigation measures within four months or face significant fines.
OpenAI Tests High‑End Ads for ChatGPT — Premium Prices, TV‑Style Reporting, But Sparse Measurement
OpenAI has started selling ads in ChatGPT at premium rates comparable to high‑value broadcast inventory, offering only basic impressions and click totals to early advertisers. The company plans to develop more advanced measurement tools over time, but the current lack of granular attribution and conversion reporting limits appeal to performance‑driven buyers and poses a hurdle for competing with established ad platforms.