“Last week, we announced that Meta is deploying millions of Blackwells and Rubin GPUs, NVIDIA CPUs and Spectrum x Ethernet for training and inference.”

Meta committing to millions of NVIDIA GPUs signals a very large AI infrastructure buildout at Meta Superintelligence Labs.

“at Meta, advancements in their GEM model drove a 3.5% increase in ad clicks on Facebook and more than 1% gain in conversations on Instagram, translating into meaningful revenue growth.”

NVIDIA cites Meta's ad-model gains as ROI evidence driving its largest customers to accelerate capex, a positive signal for Meta's ad revenue.

“Many of these open spaces will be filled with a much larger and more comprehensive assortment from Meta.”

Best Buy is dedicating expanded store space to a larger Meta product assortment, a signal on rising Meta hardware (glasses/devices) retail presence.

“We do think we have the best relationship with vendor partners, and our relationship with Meta is phenomenal.”

Best Buy frames Meta as a top vendor partner, particularly around AI glasses, a growth category Best Buy sells and merchandises.

“Meta is our lead partner and co-developer and is working with us on a multi-generation road map to support personal super intelligence for more than 3 billion users.”

Meta is Arm's lead partner and co-developer on the Arm AGI CPU for data-center AI; strong signal on Meta's custom-silicon and superintelligence infrastructure ambitions.

“We are an AI inputs company, and that fact was reflected in our recent deal with Meta, which complements our partnership with OpenAI.”

News Corp signed a content-licensing deal with Meta (complementing its OpenAI partnership), positioning its journalism and archive as an AI input.

“Messaging revenue growth also accelerated in the quarter, aided by strong growth in WhatsApp and RCS.”

Twilio CEO Khozema Shipchandler said strong WhatsApp growth helped accelerate Twilio's messaging revenue, a sign of rising business messaging volume on Meta's WhatsApp.

“We've also been expanding our platform through partnerships with Meta and Google and TikTok and Pinterest and The Trade Desk.”

Instacart routes brands' first-party-data campaigns onto off-platform partners including Meta, tapping incremental ad budgets that flow through Meta's ad platform.

“Meta and Oklo announced plans earlier this year to develop a 1.2-gigawatt advanced nuclear power campus in Ohio.”

Oklo and Meta are jointly developing a 1.2-gigawatt nuclear power campus in Ohio, a signal that Meta is securing large-scale firm clean power for its data-center demand.

“Meta the world's most preeminent social platform began using USDC for creator payouts.”

Meta began using USDC for creator payouts, choosing USDC rather than launching its own stablecoin, a marquee adoption signal.

“Consumers can now find licensed Yelp content on Amazon Alexa, Apple Maps, Microsoft Bing, Meta.ai and Yahoo, among many other platforms.”

Licensed Yelp content appears on Meta.ai, extending Yelp's local data into Meta's AI assistant.

“Last week, we welcomed Amazon, Meta, Microsoft, Salesforce and Stripe as new members to the UCP tech Council.”

Meta joined Google's Universal Commerce Protocol tech council as a new member.

“On Manus, we're still working through the details.”

Meta indicates a deal with agentic-AI startup Manus is still being finalized, signaling ongoing interest in Manus's agent technology.

“Essilor-Luxottica owns and manages a lot more brands.”

An analyst notes Meta's AI-glasses partner Essilor-Luxottica manages many additional eyewear brands, framing headroom for further co-branded glasses launches beyond Ray-Ban and Oakley.

“to complement the new NVIDIA systems that we're rolling out as well”