The deal arrives as Meta accelerates its AI investments to compete with Google, Microsoft, and OpenAI — and as the industry’s focus shifts from conversational demos to systems that can reliably produce artifacts, complete workflows, and operate with minimal supervision.

Meta's most controversial decision in 2025 was also its most revealing: committing roughly $60–65 billion in capital, primarily toward AI compute and data centers. That level of spending unsettled some investors, especially those who had grown accustomed to Meta's post-2022 cost discipline.

Meta is expanding its Superintelligence Lab beyond the US, with Chief AI Officer Alexandr Wang announcing new AI roles in Singapore as part of the company’s global hiring push.