Overview

• Meta has paused new hiring in its AI division and split its Superintelligence Lab into multiple teams, with internal transfers restricted and exceptions requiring approval from Chief AI Officer Alexandr Wang, according to reports confirmed by the company to Reuters.
• A source told AFP that Meta reached a multiyear deal to use Google’s cloud infrastructure worth more than $10 billion over six years, with Meta declining to comment on the report.
• The hiring pause follows months of aggressive recruiting that lured more than 50 AI staffers from rivals with nine‑figure packages, and Apple lost cloud AI leader Frank Chu to Meta’s Superintelligence Labs even as the freeze took effect.
• OpenAI’s CFO said the company logged its first $1 billion revenue month and reached $10 billion in annual recurring revenue, yet remains constrained by GPU supply, prompting massive data‑center plans like Stargate and partnerships with Oracle and CoreWeave alongside Microsoft.
• OpenAI is in talks for a secondary share sale near a $500 billion valuation as CEO Sam Altman compares current investor enthusiasm to a bubble, a turn that gained traction after MIT reported roughly 95% of generative‑AI pilots failed to deliver intended revenue gains.