Browsing Tag
Meta Platforms
95 posts
Anduril Industries company profile: How Palmer Luckey and his co-founders built a $61bn AI defence challenger
Anduril Industries has grown from a defence technology start-up into a $61 billion private company spanning artificial intelligence software, autonomous aircraft, counter-drone systems, precision-strike vehicles and undersea platforms. Its $2.2 billion revenue base and expanding government contract portfolio show genuine commercial scale, but manufacturing execution and limited private-company disclosure remain critical risks.
Scale AI’s new CEO must solve the $29bn company’s biggest problem: Can customers still trust it after Meta’s deal?
Francis deSouza will lead Scale AI’s expansion into enterprise and government applications after Meta Platforms’ investment disrupted its founder-led model and customer relationships.
Meta Q2 2026: Revenue jumps 28% to $60.8bn but margins slide on AI costs
Meta Q2 revenue surges 28% to $60.8B and ad prices climb 12%, but operating margin falls to 31% as record capex and a $2.4B legal charge weigh on EPS.
Rohingya schools close in Malaysia as online hate campaign pushes refugee children out of class
Nine Rohingya schools have closed in Malaysia as online hate spreads nationwide, exposing how refugee policy gaps are pushing children out of classrooms.
SLB (NYSE: SLB) jumps 11% as data centers widen the growth story
SLB stock jumped 11% after a Q2 earnings beat. Can ChampionX, offshore recovery and data-centre growth sustain the rerating?
CoreWeave company profile: How a crypto miner built a $99.4bn AI cloud backlog
CoreWeave has transformed from a cryptocurrency-mining operation into one of the world’s fastest-growing artificial intelligence cloud providers, securing major commitments from Microsoft Corporation, OpenAI, Meta Platforms, Inc., Anthropic and Jane Street. Its $99.4 billion revenue backlog offers extraordinary visibility, but heavy debt, customer concentration and a planned $31 billion to $35 billion capital programme make execution as important as demand.
Nebius Group company profile: How the former Yandex parent became an NVIDIA-backed AI cloud contender
Nebius Group has rapidly transformed the international assets retained after the breakup of Yandex into a full-stack artificial intelligence cloud platform. Contracts with Microsoft Corporation and Meta Platforms, Inc., a $2 billion investment from NVIDIA Corporation and sharply accelerating revenue have strengthened its position, but capital intensity, customer concentration and a premium valuation leave little room for execution errors.
AMD launches Helios rack-scale AI platform as $AMD trades near 52-week high
AMD is moving beyond individual processors with an open, rack-scale AI architecture designed to challenge Nvidia across hardware, networking, software and data centre deployment.
UK-backed CuspAI targets semiconductor and energy bottlenecks with $450m round
CuspAI has secured $450 million at a $2.6 billion valuation to connect artificial intelligence, laboratories and manufacturers, but commercial value depends on turning digital candidates into validated materials.
Meta (META) kills Muse Image feature three days after launch amid SAG-AFTRA and CAA backlash
Meta (META) kills Muse Image feature 3 days after launch amid SAG-AFTRA and CAA backlash; stock still logs 15% weekly on Meta Compute and Iris catalysts.