Nvidia’s Unspoken Problem: 40% of Revenue Comes From Companies Developing Their Own AI Chips

Jensen Huang has built a $4.6 trillion empire selling the picks and shovels of the AI revolution. But while he preaches ...
MarketBeat on MSN

Is Meta's Pushback on NVIDIA With In-House Chips Good for Shares?

[content-module:CompanyOverview|NASDAQ:META] A new and exciting report about Magnificent Seven stock, Meta Platforms (NASDAQ: ...
insideHPC

AI Inference: Meta Teams with Cerebras on Llama API

Sunnyvale, CA — Meta has teamed with Cerebras on AI inference in Meta’s new Llama API, combining Meta’s open-source Llama models with inference technology from Cerebras. Developers building on the ...

SMCI vs. META: Which AI Infrastructure Stock Has an Edge Now?

Detailed price information for Meta Platforms Inc (META-Q) from The Globe and Mail including charting and trades.
InfoWorld

Copy-paste vulnerability hits AI inference frameworks at Meta, Nvidia, and Microsoft

Flaws replicated from Meta’s Llama Stack to Nvidia TensorRT-LLM, vLLM, SGLang, and others, exposing enterprise AI stacks to systemic risk. Cybersecurity researchers have uncovered a chain of critical ...
Seeking Alpha

Meta: An AI Infrastructure Play In Disguise

Meta Platforms is transforming into a vertically integrated AI infrastructure leader, controlling every layer from data centers to proprietary AI models. Meta’s massive CAPEX in AI infrastructure is ...

New ‘Test-Time Training’ method lets AI keep learning without exploding inference costs

By allowing models to actively update their weights during inference, Test-Time Training (TTT) creates a "compressed memory" that solves the latency bottleneck of long-document analysis.
SiliconANGLE

Meta announces plans to spend $600B in the US over three years

Meta Platforms Inc. today pledged to invest $600 billion in the U.S. as part of its artificial intelligence push. The company plans to spend the capital over three years. It will invest in new AI data ...