Overview

• Meta will split its Superintelligence Labs into four specialized groups: a TBD Lab for next-generation research, a products team for AI applications, an infrastructure unit, and the long-term research-focused FAIR lab.
• Meta’s talent war has seen reported nine-figure offers, including $100 million-plus bonuses aimed at luring top AI staff from competitors such as OpenAI.
• Mark Zuckerberg raised Meta’s 2025 capital-expenditure forecast to $66–72 billion and tapped PIMCO and Blue Owl for a reported $29 billion funding package to expand AI data centers in Louisiana.
• Meta’s open-source Llama 4 model has drawn muted reviews in comparison to rival systems like OpenAI’s GPT-5 and Anthropic’s Claude 3.5.
• Rapid reorganizations and high-profile hiring have fueled strain among existing AI teams, which report morale challenges and resentment over mega-compensation practices.