Overview

• Bloomberg reports Meta agreed to spend a minimum of $10 billion over six years for Google Cloud compute and storage, and Google confirmed the deal.
• Meta will use Google’s capacity as a stopgap while expanding its own data centers, some of which are not expected to come online for years.
• The Wall Street Journal reports Meta has paused new hiring in its AI unit as it reorganizes the group, with work split into four areas after dissolving the AGI Foundations team.
• Coverage highlights internal tensions over a shift away from fully open-sourcing future models, with notable departures of AI researchers reported in recent weeks.
• Analysts cited by Bloomberg see the deal as signaling competitive Google Cloud pricing, and Meta is expected to concentrate on improving its Llama model.