As hyperscalers kick off their latest earnings reports today, capex is taking center stage amid AI bubble concerns. But for now, those worries may be on hold, as Alphabet, Meta, and Microsoft all plan to ramp up spending significantly, CNBC reports. Among them, Alphabet—Google’s parent—stan...

According to MICROLED-info, sources indicate that Meta has begun collaborating with ams OSRAM to co-develop microLED technology. As the report notes, Meta’s Reality Labs has established a microLED R&D team in Regensburg, located near ams OSRAM’s main microLED research and production hub. Met...

According to Mydrivers, NVIDIA announced that Meta and Oracle will upgrade their AI data center networks using NVIDIA Spectrum-X Ethernet adapters and switches. Meta will integrate the Spectrum-X Ethernet switch into its Facebook Open Switching System (FBOSS) network infrastructure—a software plat...

According to Reuters, citing The Information, sources say Amazon is developing AR glasses for consumers, a move that would put the company in direct competition with Meta. The product is reportedly slated for release in late 2026 or early 2027, as the report indicates. The project would mark Amaz...

As Meta advances its AI ambitions, its Superintelligence Labs is already encountering early turbulence. According to Business Insider, at least eight employees—including researchers, engineers, and a senior product leader—have departed less than two months after CEO Mark Zuckerberg announced the...