********Meta Muse Spark AI model + hyperscaler capex** [climaxing]** [climaxing]** [climaxing]
Key Questions
What is Meta's new AI model announcement?
Meta is reentering the AI race with Muse Spark, a multimodal AI model, contributing to shares rising 6-9%. The announcement includes a clear AI plan amid intensifying competition.
How does Meta plan to incentivize its AI executives?
Meta is set to pay top AI executives nearly a billion each in bonuses if they hit performance targets. This underscores the company's aggressive push in AI development.
What capex trends are seen in Big Tech AI race?
Amazon plans $200B in 2026 capex on Trainium chips, with CoreWeave deals at $21B through 2032 and $72B in 2025. This reflects hyperscaler spending amid bearish Mag7 valuations pre-earnings.
META +6-9% Muse Spark multimodal/clear AI plan; AMZN $200B'26 Trainium/CoreWeave $21B'32 $72B'25 capex amid race; bearish Mag7 vals/FCF pre-earnings.
Sources (2)
Updated Apr 11, 2026