I=5
Meta AI shot to No. 5 on the U.S App Store on Thursday from No.57 before Muse Spark launch, Appfigures data shows
Similarly, Sensor Tower estimate Meta AI saw around 46,000 U.S. iOS app downloads on April 8, 2026, an increase of 87% day-over-day.
I=4
Meta Platforms hires three executives behind OpenAI’s massive effort to set up hundreds of billions of dollars’ worth of AI data centers
- Meta hires Peter Hoeschele, Shamez Hemani, and Anuj Saharan, who worked in OpenAI’s Stargate initiative.
- Peter Hoeschele, in particular, held a critical role in the Stargate initiative.
- Stargate is a $500 billion venture between OpenAI, Oracle and SoftBank Group.
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Meta recently expanded its El Paso data center project investment to $10 billion from $1.5 billion announced last year
The increased investment will see El Pasa data center capacity grow to 1 gigawatt and will come online in 2028.
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Meta Platforms is building an AI Clone of Mark Zuckerberg that will interact with employees
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Meta’s VP of Engineering in charge of AI infrastructure departs
Aparna Ramani has been in charge of Meta’s AI infrastracture since 2016 and was leading a team of around 700 engineers.
https://www.theinformation.com/briefings/exclusive-meta-ai-infrastructure-executive-departs
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Meta will launch a software that capture employees’ mouse movements, clicks and keystrokes and use them to train new AI systems
The action is part of Meta’s goal of integrating AI into its workflows so as to operate more efficiently.
“The vision we are building towards is one where our agents primarily do the work and our role is to direct, review and help them improve," Meta’s CTO Andrew Bosworth said in a memo.
The software will not be used for performance assessments or any other purpose besides model training.
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Meta signs “multi-billion” dollar deal with AWS to deploy “tens of millions” of Graviton5 cores over 3-5 years
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The exact financial terms were not disclosed by AWS told DCD that it is a “multibillion-dollar deal over several years.”
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Nafea Bshara, an Amazon vice president said the deal is between three and five years.
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According to Claude, “multi-billion” here implies a maximum of around $5 billion over the contract term.
Claude cost estimate
The Meta newsroom page confirms everything in the text you shared but adds no financial details — the post is purely a strategic announcement with no pricing disclosed.
The answer remains what we found from the earlier search: AWS confirmed to press that this is a “multibillion-dollar deal over several years” but declined to disclose exact financial terms or chip counts. datacenterdynamics
Bottom line on likely cost:
The honest answer is we can’t be more precise than “multibillion over 3+ years” from public sources. But here’s a reasonable triangulation:
The deal covers hundreds of thousands of Graviton chips over at least three years. CNBC Graviton instances on AWS are priced significantly cheaper than GPU instances — roughly $0.04–$0.10 per core-hour for large enterprise commitments. At tens of millions of cores running continuously, even at heavily discounted enterprise rates, the maths lands somewhere in the $2–5B total range over the contract period.
That said, the more interesting context is the broader picture: Meta has already committed a combined $48 billion in AI infrastructure spend via recent deals with CoreWeave and Nebius CNBC, making this AWS deal — however large in absolute terms — a relatively modest diversification play rather than a headline commitment. It’s CPU compute for agentic workloads, not GPU compute for model training, which is structurally cheaper per unit of work.
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China blocks Meta’s acquisition of Manus for $2 billion
- It remains unclear how Meta will unwind the deal as Manus employees have already joined the company and Manus’s existing investors have received their proceeds.
- Meta said it expect a resolution to China’s investigation, without giving more details.
- Acquired in December 2025, Manus is an AI agent that conducts deep research and other tasks for paying users.
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Meta is preparing to unwind the Manus deal after being ordered by the Chinese government
Manus’s previous investors plan to cooperate with Meta if it unwinds the acquisition, the Wall Street Journal reported citing people familiar with the matter.
According to sources, the Chinese government gave Meta and Manus several weeks to unwind the deal and is threatening to impose penalties if they don’t.
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Meta acquires Assured Robot Intelligence to build Humanoid Technology, for around $200 million
- Assured Robot Intelligence’s team will join Meta’s Superintelligence Lab.
- Financial terms were not disclosed but sources familiar with the matter said the deal valued the startup in the range of $150 million to $200 million.
- Assured Robot Intelligence designs AI systems that enable robots to navigate complex physical environments, manipulate objects with precision, and adapt to unpredictable scenarios.
- Bloomberg reported in early 2025 (citing internal sources) that Meta’s next big bet will be AI-powered humanoid robots, with Meta CTO Andrew Bosworth pointing out in November that robotics could be an “AR-sized bet”.
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Meta’s $13 B El Paso data center will be largely funded with debt
According to people familiar with the matter, a large majority of the financing is expected to be in the form of debt, with the rest equity.
The financing is similar to an almost $30 billion financing package completed last year for its Louisiana data center.
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Meta is building an AI agent inspired by OpenClaw that can take over a user’s computer and perform tasks like shopping
- Meta is building an AI agent inspired by OpenClaw that can take over a user’s computer and perform tasks such as shopping, payments and documentation, the Information reported citing people familiar with the product.
- Meta is currently testing the agent on virtual environments modelled on DoorDash (food delivery platform) and Yelp (restaurant discovery platform), with internal testing expected to be complete next month.
- The agent is currenly build using Anthropic’s Opus 4.6 and Sonnet 4.6 models but Meta plans to equip it with Muse Spark before launch.
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Meta plans to expand Hyperion data center to 5 gigawatts, costing more than $200 B and up from $50 B initially planned
- Meta’s Hyperion data center will be expanded to 5 gigawatts, costing more than $200 billion, a person familiar with the plan told Bloomberg.
- The data center was initially expected to cost $50 billion, with compute capacity of 2 gigawatts.
Assessment
If this is report is to go by, then it means Meta’s Capex may not peak next year or in the near term. Meta recently increased its 2026 capex guidance by $10 billion to a range of $125-$145 B.
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Meta launches Meta AI subscriptions priced at $7.99 and $19.99 per month
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Meta reiterates it will enter cloud computing if it overspends on data centers
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Meta scales back its plans to track employee mouse movements due to backlash
- Meta introduced a software that capture employees’ mouse movements, clicks and keystrokes and use them to train new AI systems at the end of April.
- But the initiative faced strong backlash from employees who likened Meta to an “Employee Data Extraction Factory.”
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Alexander Wang talks about Muse Spark’s performance, culture, etc.
- Meta’s Chief AI Officer, Alexander Wang said recently they are much more excited about the upcoming models than they were for the Muse Spark, adding that everything about their program is build around continued scaling (min 32:55).
- He pointed out that Muse Spark’s performance ended up being much better than they originally expected (35:45)
- He said they think for most consumer user cases, Muse Spark is competitive but for coding, it’s not yet competitive (min 36:35).
- He pointed out that now that their models are pretty good, they will now do full integration of their products with AI like how Gemini did it (min 43:34).
- He ackowledged that AI sentiment is currently low (min 48:48).
- They are working on developing versions of Muse Spark that can be open-sourced (min 53:51).
- He disagreed with earlier reports indicating there are disputes between him and the core team regarding the AI strategy (min 56:15).
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Meta shares rise 2.5% after Nvidia’s CEO Jensen Huang said “Nobody uses AI better than Meta”
“Nobody uses AI better than Meta,” Huang said in an interview with CNBC on Tuesday.
“AI went from a classical recommender system running on CPUs to now a generative AI, agentic system that is making recommendations. Everything from the way the social media works and the way they recommend ads and help appetizers create content has fundamentally been changed, and their earnings show it, and that’s the reason why they’re investing so hard, they see just a much larger future potential for it.”
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Meta expands Business AI Agents globally and to Instagram, and will charge subscriptions for it in the coming months
- The company said more than one million businesses are already using a Meta Business Agent in WhatsApp and Messenger.
- Meta said it will expand Business AI Agents’ capabilities in future to include market research and integrate it with tools such as your calendar.
- It is also introducing Meta Business Agent Platform, giving businesses the infrastructure to build, customize, and deploy their Business Agents at scale.
- Meta started testing Business AI Agents in June 2024 but a report in March 2025 claimed that the agents were underperforming.