devtake.dev — MetaArticles on devtake.dev covering Meta.https://devtake.dev/en-usApple delayed its camera AirPods because Siri wasn't ready. Gurman says they're back in late testing.https://devtake.dev/article/apple-camera-airpods-gurman-ai-device/https://devtake.dev/article/apple-camera-airpods-gurman-ai-device/Bloomberg reports Apple's infrared-camera AirPods have reached advanced testing. The earbuds feed visual context to Siri but can't take photos or video.Sun, 10 May 2026 09:15:00 GMTappleappleairpodssiriai-assistantwearablesmark-gurmanwwdcnaomi-parkMeta pulled encryption from Instagram DMs today. WhatsApp and Messenger keep theirs.https://devtake.dev/article/instagram-encrypted-messaging-ends-may-2026/https://devtake.dev/article/instagram-encrypted-messaging-ends-may-2026/End-to-end encryption is gone from Instagram DMs as of May 8. Meta cited low adoption for a feature it never turned on by default.Fri, 08 May 2026 10:00:00 GMTpolicymetainstagramencryptionprivacyend-to-end-encryptionpolicytake-it-down-actchild-safetyclara-wexlerAMD's data center revenue jumped 57% to $5.8 billion in Q1. Its stock closed up 18%.https://devtake.dev/article/amd-q1-2026-ai-chip-record-rally/https://devtake.dev/article/amd-q1-2026-ai-chip-record-rally/AMD reported Q1 revenue of $10.25B, up 38% YoY. Data center hit $5.8B (+57%) and Q2 guidance midpoint of $11.2B beat consensus by roughly $700M.Thu, 07 May 2026 11:45:00 GMThardwareamdai-chipsai-infrastructuresemiconductordata-centerslisa-suearningsnvidiahiro-tanakaThreads finally added DMs on the web. Group chats and most countries still aren't on the list.https://devtake.dev/article/threads-dms-web-launch/https://devtake.dev/article/threads-dms-web-launch/Meta is rolling out one-to-one Threads DMs on desktop web for users 18 and over. Group chats come later, regional availability is staged, and the new sidebar surfaces analytics.Wed, 06 May 2026 10:00:00 GMTwebthreadsmetaweb-platformsocialdirect-messagesinstagramluca-reinhardtApple dropped its 7-year 'net cash neutral' policy. Ternus is freeing up the balance sheet for AI.https://devtake.dev/article/apple-ternus-power-on-invest-cash-differently/https://devtake.dev/article/apple-ternus-power-on-invest-cash-differently/Mark Gurman's May 3 Power On reads Apple's quiet capital-allocation shift as cover for John Ternus to spend more on AI infrastructure and acquisitions, less on buybacks.Tue, 05 May 2026 09:45:00 GMTappleapplejohn-ternustim-cookmark-gurmanai-infrastructureai-chipshyperscalercapital-allocationnaomi-parkDHS used a customs summons to demand a Canadian's Google data over anti-ICE posts. ACLU sued May 4.https://devtake.dev/article/dhs-google-canadian-anti-ice-data-demand/https://devtake.dev/article/dhs-google-canadian-anti-ice-data-demand/ACLU sued in N.D. Cal. to block a 1930s tariff-act subpoena targeting a Canadian who hasn't been to the US since 2015. Google has not said whether it complied.Tue, 05 May 2026 09:30:00 GMTpolicypolicyregulationsurveillancegoogledhsicecivil-libertiesnational-securityclara-wexlerHyperscalers are on track to spend $700B on AI infrastructure in 2026https://devtake.dev/article/hyperscaler-700b-ai-capex-2026/https://devtake.dev/article/hyperscaler-700b-ai-capex-2026/Big-tech AI capex is projected at $700B in 2026, up from $410B in 2025. Microsoft alone guided $190B. Wall Street is split: Meta got punished for the spend, Alphabet rallied.Fri, 01 May 2026 10:45:00 GMTaiai-infrastructureinfrastructuredata-centershyperscalermicrosoftalphabetmetaai-chipsdieter-morelliSamsung Q1 profit hit 57.2 trillion won. Memory chips for Nvidia drove 93% of it.https://devtake.dev/article/samsung-q1-2026-record-ai-chip-profit/https://devtake.dev/article/samsung-q1-2026-record-ai-chip-profit/Samsung Electronics posted record Q1 2026 results on April 30: 133.9 trillion won revenue and 57.2 trillion won operating profit. Semiconductors did 93% of the work.Thu, 30 Apr 2026 09:00:00 GMThardwaresamsunghbmai-chipsdramsemiconductornvidiamemoryai-infrastructurehiro-tanakaArcee's Trinity-Large-Thinking is a 399B open MoE that costs 96% less than Opushttps://devtake.dev/article/arcee-trinity-large-thinking-reasoning/https://devtake.dev/article/arcee-trinity-large-thinking-reasoning/Arcee released Trinity-Large-Thinking on April 1: a 399B-param sparse MoE with 13B active, Apache 2.0 weights, $0.88 per million output tokens, and PinchBench just behind Opus 4.6.Mon, 27 Apr 2026 13:00:00 GMTopen-sourcearceetrinityllmai-modelsopen-weightsmoereasoningapache-2-0soren-vanekApple's smart glasses are up to four frame styles in testing, Gurman reportshttps://devtake.dev/article/apple-ai-glasses-frame-styles-testing/https://devtake.dev/article/apple-ai-glasses-frame-styles-testing/Mark Gurman's Sunday newsletter says Apple is testing at least four acetate frame styles for its N50 smart glasses, plus three colors and a vertical camera array.Fri, 17 Apr 2026 12:30:00 GMTappleapplesmart-glassesn50apple-intelligencemark-gurmanray-ban-metawearablesnaomi-parkMeta just committed 1 gigawatt of custom AI chips with Broadcom through 2029https://devtake.dev/article/meta-broadcom-custom-ai-chip-deal/https://devtake.dev/article/meta-broadcom-custom-ai-chip-deal/Meta and Broadcom expanded their partnership to co-develop four generations of MTIA chips on a 2nm process. Here's what the deal includes and why Nvidia should care.Thu, 16 Apr 2026 08:30:00 GMThardwaremetabroadcomai-chipsmtiacustom-siliconnvidiainfrastructurehiro-tanaka