➀ Meta plans to launch a standalone AI app this year to establish itself as a leader in AI, prompting a reaction from OpenAI.
➁ The app is part of CEO Mark Zuckerberg's strategy to position Meta at the forefront of the AI industry.
➂ OpenAI, the creator of ChatGPT, has noticed Meta's plans and CEO Sam Altman hinted at a possible new social app from OpenAI.
➀ Apple has reportedly canceled plans to develop advanced AR glasses that would have connected to iPhones and Macs.
➁ The decision comes after poor performance in executive reviews and follows the failure of the Vision Pro headset.
➂ Meta continues to progress with its AR glasses, aiming for a 2027 release.
➀ Meta plans to invest over $65 billion in AI development in 2025.
➁ The company will build a massive data center and acquire over 1.3 million AI GPUs.
➂ Meta aims to lead in AI innovation and serve more than 1 billion people with its AI assistant.
➀ A short-term ban on TikTok and other ByteDance-owned apps has been implemented.
➁ In response, Meta has announced the launch of a new competing app called Edits.
➂ Edits is a free video editing app with various features including text insertion, captioning, audio tracks, stickers, special effects, and more.
➀ After two years of decline, AR/VR headset shipments grew by 10% in 2024, according to IDC.
➁ Meta leads the market with a 74.6% share, followed by Apple, Sony, ByteDance, and XREAL.
➂ Meta and XREAL are the only two among the top five companies that recorded year-over-year growth.
➀ South Korean AI chip startup FuriosaAI has rejected an $800 million acquisition offer from Meta;
➁ The company has chosen to grow independently instead;
➂ Discussions between FuriosaAI and Meta have been ongoing since early this year.
Meta has announced an ambitious undersea cable project called 'Project Waterworth' to connect the U.S., Brazil, Africa, Asia, and Australia, spanning over 50,000 km. The project is set to be the longest cable deployed so far and will likely cost over $10 billion. It aims to enhance economic cooperation, digital inclusion, and technological development in the regions connected. Meta is also focusing on avoiding geopolitical hotspots and using more resilient cabling technology.
➀ HP's servers are experiencing a surge in sales due to the adoption of NVIDIA's 'world's strongest AI chip', the GB200;
➁ Major cloud service providers like Microsoft and Meta are actively introducing GB200 and expanding their purchases of the higher-end NVL72 cabinets;
➂ Foxconn, as the exclusive supplier of GB200 and NVL72 cabinets, is seeing a flood of orders and a significant boost in server business.
➀ Meta has unveiled its first pair of 'true' augmented reality glasses, named Orion, which is currently a prototype but may be available to consumers in the future.
➁ Orion's hardware includes glasses, a wristband for gesture control, and a wireless puck for computing, with the glasses being the centerpiece of the technology.
➂ The glasses use custom chips, magnesium frames, and microLED projectors, with the lenses made of silicon carbide (SiC) for better image quality.
➃ The high cost of SiC lenses and specialized manufacturing processes contribute to the glasses' $10,000 price tag.
➄ Meta is working on making the technology more affordable by exploring alternative materials and manufacturing processes.
➅ Privacy concerns and social dynamics are also raised as potential challenges for AR glasses.
