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Thursday 1 October 2026
Meta's Muse lifts server CPU demand, with AMD EPYC orders extending into 2028
Meta's rapid rollout of its Muse AI agent is emerging as an early test of how agentic AI could reshape server infrastructure demand, with CPU suppliers already seeing longer lead times...
Wednesday 30 September 2026
OpenAI leans on cheaper models and always-on agents at DevDay as flagship upgrade is shelved
OpenAI used its DevDay 2026 conference to compete on price and autonomy rather than raw capability, launching a midrange model priced at one-fifth of its flagship and a family of always-on...
Wednesday 30 September 2026
Meta reaches agreements with Firmus on securing AI compute in Southeast Asia
Meta reached several agreements to source AI compute capacity from Firmus, an Australian neocloud, which will lease GPU compute capacity at its AI factories in Southeast Asia. The...
Tuesday 29 September 2026
Meta adds camera-free AI glasses as Samsung prepares 2026 launch
Meta has introduced a camera-free smart glasses model while Samsung Electronics prepares to enter the AI glasses market in 2026, as privacy concerns and product design trade-offs reshape...
Tuesday 29 September 2026
Meta's Muse raises questions about AI model leadership, product moats
Meta's Muse AI agent has become a fresh example in the debate over whether frontier model performance still determines commercial success. In a new Stratechery article, founder...
Monday 28 September 2026
Meta's Muse faces security scrutiny over macOS zero-day, human-agent test

Meta's Muse AI agent is facing scrutiny over the breadth of access it requires after a security researcher identified a zero-day vulnerability...

Sunday 27 September 2026
Meta Muse fuels agentic AI demand, tightening CPU supply

Meta's AI assistant Muse is drawing strong market response, and the rise of agentic AI is drawing attention to AI infrastructure shortages...

Thursday 24 September 2026
Meta stretches its glasses lineup from US$249 to US$1,299.99 as rivals close in
Meta Platforms used its Connect 2026 conference on September 23 to push its eyewear lineup toward both ends of the market, adding a camera-free audio model aimed at privacy-conscious...
Wednesday 23 September 2026
Meta's Muse gains users as human support raises privacy questions

Meta's new personal AI agent, Muse, is drawing strong early consumer interest while a test involving human contractors highlights the...

Tuesday 22 September 2026
Meta's AI agent Muse tops app charts, driving AMD's market cap past US$1 trillion

Meta's new AI agent, Muse, has leapt to the top of app charts roughly two weeks after its release. Its popularity has helped push up...

Tuesday 22 September 2026
Meta's rumored Luna smart glasses may go camera-free for lighter design

Meta Connect 2026 is set to begin on September 23, with the next generation of AI smart glasses expected to be a key focus. Among the...

Thursday 17 September 2026
China optical suppliers power smart glasses supply chain
China's optical suppliers are playing a growing role in the global smart glasses, VR, and AR supply chain as AI glasses demand accelerates worldwide. Industry sources say more than...
Thursday 17 September 2026
AI risk split among tech leaders set to play out at Trump-Xi White House dinner
Former Apple CEO Tim Cook and OpenAI CEO Sam Altman are set to attend a White House state dinner on Sept. 24, 2026, with Nvidia CEO Jensen Huang and other business leaders also expected...
Thursday 17 September 2026
Meta's next smart glasses reportedly drop the camera as privacy concerns mount

Meta Platforms is preparing a new pair of smart glasses without a camera, a move that could address a key social barrier facing wearable...

Wednesday 16 September 2026
Meta globally rolls out Meta One subscription, tops 15 million sign-ups
Meta on Sept. 15 announced the global rollout of Meta One, a new subscription service combining premium features across its social media platforms with expanded access to AI tools,...