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Google restricted Meta's access to its Gemini AI models around March, unable to supply the compute Meta wanted even as its cloud backlog swelled toward $460 billion. Key Points: Google told Meta around March it could not supply the full Gemini capacity it wanted to buy. The shortfall delayed several

Meta has caught up with OpenAI’s GPT-5.5 in closely watched AI benchmarks, superintelligence chief Alexandr Wang told employees. Key Points: Wang told staff Meta’s coming Watermelon model had matched OpenAI’s GPT-5.5 on benchmarks. The model is still in training and uses far more compute than Meta’s

Meta’s plan to lease surplus data center capacity sent AI compute stocks lower worldwide, while its own shares climbed nearly 9%. Key Points: Meta is building Meta Compute, a business that will rent idle data center capacity to outside clients. Chipmakers and GPU cloud providers sold off after inves

Mark Zuckerberg has tasked a small Meta team with building Arena, a prediction markets app set to rival [Polymarket and Kalshi(https://yellow.com/news/polymarket-corners-world-cup-kalshi-fees), the sector's two biggest names. Key Points: Zuckerberg has directed a small Meta team to build Arena, a st

AI helped trial lawyer Mark Lanier cut trial preparation time before a $6 million social media addiction verdict against Meta and Google. Key Points: Lanier said AI helped him turn 30 hours of trial work into 10. A jury awarded $6 million after finding Meta and Google negligent. The lawyer said AI h