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.
Meta acquired Manus in a deal that aims to give the company a rare win in artificial intelligence after a year of revamping. Manus is critical to fleshing out Meta CEO Mark Zuckerberg's dream of a universal AI assistant to get work done across its products.
Meta raised its capital spending outlook for 2025 as it throws money at AI researchers as it chases superintelligence. The good news for Meta is that it can afford the spending spree.
Just because you spend a ton of cash to create and AI super team doesn't mean it'll work. Meta makes its Meta Superintelligence Labs official.
Meta raised its 2025 capital expenditure outlook to $64 billion to $72 billion to support its AI buildout and "expected cost of infrastructure hardware."
Meta launched Llama 4 family with open weights with two models available so far on AWS, Microsoft Azure and Google Cloud.
Expect Regulations For National Security, But Overall Lighter Regulatory Framework
For the most part, tech has done well regardless of presidential administrations due to the light regulation of the overall industry. This has allowed large digital giants to emerge and dominate global markets across a multitude of industries. Amidst a national security backdrop and increasing capital required in the tech arms race, government has been hesitant to over regulate.
Meta reported better-than-expected second quarter results and tightened its capital expenditure range for the year to $37 billion to $40 billion largely due to artificial intelligence efforts.
AI Begins And Ends With Nvidia
Despite the massive buzz on AI, only a few core companies that power the Age of AI will succeed. The high capital costs of research and development investment, the time required to take a product to market, and the ability to cross competitive moats create a massive barrier to entry. In fact, only a few vendors have shown significant profits in AI:
Expect Software Giant Hunters To Soon Be The Hunted In A Digital Giant's Quest For Growth
Six of the Magnificent Seven (Microsoft, Apple, Nvidia, Alphabet [Google], Amazon, Meta [Facebook]) stocks have entered the four comma club -over $1 trillion in market cap. With a combined market cap of over $13.2 trillion, these six players continue to defy physics with continuous quarters of double digit organic growth. Digital giants by definition have deployed five key strategies:
As long as the ad revenue continues to flow into Meta properties such as Facebook and Instagram, CEO Mark Zuckerberg is going to invest aggressively in an AI buildout. "I think it makes sense to go for it," he said.
