Meta Business Pulse

Meta is launching "Meta Compute," a cloud business selling AI compute and models to compete with AWS, Azure, and Google Cloud. The move transforms...

Meta is building an AI cloud business to monetize excess compute capacity, following SpaceX's playbook of renting out GPU resources. The move...

WhatsApp faces simultaneous regulatory pressures in its largest market.

• Usernames rollout: Already drawing MeitY scrutiny over impersonation risks...

Threads delivers CPMs 30-40% below Instagram Feed with nearly double the CTRs, yet receives only 0.04% of Meta ad spend six months after its January...

Meta is projected to claim the top spot in global digital ad revenue this year with $243.46bn versus Google's $239.54bn, a razor-thin $4bn margin that...

Meta shares surged 8-9% after reports it will launch Meta Compute to monetize excess AI capacity via raw compute rentals and model access.

• Capex...

Meta is building a cloud business through Meta Compute to sell excess AI capacity and hosted models, directly challenging AWS, Azure, and Google...

Data Collection Policy Shift

• 🔥 Off-Facebook Activity Feature Ending: Meta is removing the Off-Facebook Activity setting that let users...

• Stock lags despite launches: Meta's smart glasses, enterprise AI tools, and Qualcomm partnership failed to lift shares, down over 17% this year as...

Meta is eliminating its Off-Facebook Activity control that once let users disconnect web tracking from their accounts, replacing it with a narrower...

Meta is securing both advanced chips and dedicated energy to fuel its data center expansion.

• Qualcomm partnership: Multi-generation deal for...

Regulatory Developments

• 🔥 Illinois Voiceprint Case Advances: A federal judge denied Meta summary judgment in the Illinois BIPA class action,...

A judge denied Meta summary judgment in an Illinois class action over unauthorized voiceprint collection, keeping the case alive and highlighting ongoing privacy litigation risks around biometric data practices.

A judge dismissed Meta's interest claims in its $16 billion IRS dispute. This leaves the core tax liability unresolved with potential cash flow effects ahead.

A former Facebook policy director is suing Meta over a gag order, spotlighting potential legal risks in how the company restricts former employees.

A study estimates Louisiana may lose over $3.3 billion in tax revenue from incentives for Meta's giant Richland Parish data center.

• Sales tax...

Meta failed to dismiss an Illinois voiceprint suit tied to Facebook, underscoring persistent biometric privacy litigation risks that could affect liability exposure and future product design decisions.

Meta's transition to AI content moderation delivers major operational efficiencies while introducing new regulatory vulnerabilities.

• Policy...

Meta's June 2026 launches point to tighter integration between lead capture and conversion on its platforms.

• Meta Business Agent launched June 3 as...

• Gov. Landry's June 25 executive order requires data centers to fully fund electricity needs to qualify for state tax exemptions under the Data...