Latest Meta News and Insights | Yellow

Meta is considering a data center agreement with Anthropic worth up to $10 billion over two years, potentially creating a new cloud business. Key Points: Talks remain preliminary. The proposed agreement could reach $10 billion over two years. A deal would give Anthropic more capacity while helping M

Anthropic is on course to post more than $1 billion in profit in Q3 2026, according to an analysis, as the company's confidential IPO filing already in progress. According to SemiAnalysis, Anthropic's annualized recurring revenue is projected to reach $300 billion by end of 2027. At current software

Meta launched Muse Image on Tuesday, its first in-house artificial intelligence image model, letting users pull public Instagram photos into AI-generated pictures by tagging other people's accounts. Key Points: Meta rolled out Muse Image, its first image model from Superintelligence Labs, across Met

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