Meta shares jumped 8% after the company confirmed it is building a cloud business to sell excess AI computing power to outside customers. The move signals a way to recoup billions in infrastructure spending that had worried some investors.
Meta is weighing whether to provide access to its hosted AI models or simply sell raw computing power.
By entering the cloud market, Meta joins a competitive field dominated by Amazon, Microsoft, Google and CoreWeave.
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Meta, Xiaomi, Apple and two AI labs all moved major hardware or model updates in the same week. The activity centers on 2 nm mobile chips and expanded smart-glasses hardware.
Meta allows users to opt out of using visual data from its smart glasses for AI training. The change prevents images from being reviewed by contractors and addresses ongoing privacy concerns.
Meta revealed the Charm device, a Tamagotchi-style keychain gadget running Muse AI, at its Connect event. The product packs real-time voice and avatar features into a portable form that activates via fingerprint sensor.
Meta Connect 2026 has begun, with Mark Zuckerberg’s keynote set for 7PM ET on September 23. The event is expected to highlight AI, smart glasses, and possible privacy-focused hardware amid ongoing camera concerns.
AI researchers from OpenAI, Google, and Anthropic warn in new videos that superintelligent systems carry a 10 percent or higher chance of causing human extinction. The interviews collected by Palisade Research underscore control challenges and researcher incentives around the technology.
