Results

Insights News
July 29, 2026

Meta feels the AI squeeze in Q2

Data to Decisions
Meta's second quarter was mixed at best, the company's debt load surged and free cash flow tanked. ...
Larry Dignan
Insights News
July 1, 2026

Meta eyes cloud computing: Here’s the fallout

Revenue & Growth Effectiveness
Meta is reportedly considering a cloud computing unit to rent out spare capacity in a move that would put it in competition with AWS, Google Cloud and Microsoft Azure. The fallout ...
Larry Dignan
Insights News
April 30, 2026

How Meta is thinking about AI models, ROI, CapEx

Data to Decisions
Meta's first quarter results handily topped expectations and came with the usual rise in capital expenditures. The company is expecting $58 billion to $61 billion in second quarter...
Larry Dignan
Insights News
April 24, 2026

Meta gobbles up AWS Graviton capacity

Data to Decisions
Meta is now one of the largest customers of AWS Graviton chips. Amazon said Meta will deploy quot;tens of millions of Graviton coresquot; in a move that highlights how the CPU is b...
Larry Dignan
Insights News
February 24, 2026

Meta to deploy AMD GPUs, CPUs and take stake in chipmaker

Data to Decisions
Meta said it has inked a multi-year deal with AMD to deploy multiple generations of AMD Instinct GPUs as well as CPUs and AMD Helios racks. Meta also has an option to acquire up to...
Larry Dignan
Insights News
February 17, 2026

Meta to double down on Nvidia's AI stack, including CPUs

Data to Decisions
Meta is betting heavily on Nvidia's CPU, GPU and networking portfolio for its AI infrastructure buildout. The two companies announced a multi-year partnership that spans Nvidia's ...
Larry Dignan
Insights News
January 16, 2026

Meta cuts Horizon Workrooms: So long metaverse meetings

Future of Work
You'll have to remove that Meta Horizons Workroom meeting from your calendar after Feb. 16, 2026. Oh you didn't have one scheduled? Apparently no one else did either. ...
Larry Dignan
Insights News
April 30, 2025

Meta ups its 2025 spending on AI, data centers

Data to Decisions
Meta raised its 2025 capital expenditure outlook to $64 billion to $72 billion to support its AI buildout and quot;expected cost of infrastructure hardware.quot; ...
Larry Dignan
Analyst Blog
May 5, 2024

Monday's Musing: When The Hunters Become The Hunted

Data to Decisions
lt;pgt;Expect Software Giant Hunters To Soon Be The Hunted In A Digital Giant's Quest For Growthlt;/pgt; lt;pgt;Six of the Magnificent Seven (Microsoft, Apple, Nvidia, Alphabet ...
R "Ray" Wang