• Meta is building 'Meta Compute' to sell excess AI compute and host models using Muse Spark. Potential capacity ~1 GW; possible revenue estimates near $20B, plans unconfirmed.
  • Meta sold excess internal GPU compute to third-party developers and will monetize unused capacity. META shares jumped 8.81% intraday on July 1, trading near $612.91.
  • Meta CEO Mark Zuckerberg said AI agent development lagged in the past four months but expects AI investments to start delivering results within three to six months—relevant for META traders.
  • Mizuho says Meta plans to monetize AI products and lease excess data-center capacity, which could boost ROI and support medium-term EPS as investors seek AI monetization clarity.
  • Meta Platforms launched Pocket, an experimental mobile app (iOS, Android) that uses AI to generate, play and share mini-games from text prompts; currently in soft‑launch testing.
  • Meta Platforms (META) is rolling out WhatsApp usernames later this year, letting users connect without phone numbers; features include contact limits, anti-impersonation measures and abuse detection.