中信证券指出，Meta拟出租部分算力的新闻再次引发市场对算力过剩的担忧，叠加近几个月来云厂商现金流压力、上游涨价持续性、Capex增速放缓、AI交易过于拥挤等顾虑集中爆发，是导致科技股大幅波动的主要原因。短期来看，Meta此举核心是盘活存量老旧算力资产，考虑到其仍在持续开发先进模型并投建新一代算力硬件，拟出租算力与继续加码算力投资并不矛盾，同时由于近期算力租金仍在上涨，因此算力过剩的担忧并不成立， ...

The question for anyone parking retirement dollars in the AI infrastructure trade is simple: Should you own Meta Platforms (NASDAQ:META) or Nebius Group (NASDAQ:NBIS) right now? Both now feed the same ...

Four US states seek $1.4 trillion in penalties from Meta, accusing the firm of designing Facebook and Instagram social media ...

Meta has launched the first ever advanced AI image generation tool for Instagram and WhatsApp, bringing it in line with ...

The City of El Paso said it will “continue advocating for strong protections for local ratepayers” as a hearing begins this ...

At the end of the day, you know, the social media companies are providing these platforms and children are using it." ...

Officials in Cheyenne, Wyoming, say a nearby Meta data center campus is responsible for contaminating part of its water ...

Starting the week on a bullish note, Meta Platforms (NASDAQ: META) stock closed 3% higher yesterday, up from its finish the ...

Muse Image, which can create realistic images for users on Instagram and WhatsApp, is the company’s latest attempt to catch up in the global artificial intelligence race. By Eli Tan Reporting from San ...

Meta has launched Muse Image, its first in-house AI model for generating photos across Instagram, WhatsApp, and ad tools.

On July 6, 2026, Meta disclosed in a court filing that four states (California, Colorado, Kentucky, and New Jersey) are ...

CNBC's Jim Cramer said Samsung's earnings sparked a sell-off in AI hardware stocks, while many tech names that have lagged ...