Marketplace All-in-One Meta's big bet on "superintelligence"
Feb 19, 2026
Mike Isaac, New York Times tech reporter with Silicon Valley expertise, breaks down Meta’s massive shift from VR to AI. He discusses Meta’s Superintelligence Labs and huge capex plans. He covers how AI is reshaping ad targeting and revenue. He describes attempts to embed AI into Ray-Ban glasses and the vision of personal, data-driven AI assistants.
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Massive AI Infrastructure Spend
- Meta plans up to $135 billion in capital expenditures to scale AI infrastructure this year.
- That spending shift places Meta alongside other giants racing to build large AI systems.
AI Boosts Ad Targeting And Revenue
- Meta credits AI improvements with better ad targeting and roughly 20% revenue growth year-over-year.
- Enhanced targeting converts user data into noticeably higher ad revenue for the company.
Personal Superintelligence Vision
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