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Exploded view of the camera module built into the corner of a Ray-Ban Meta smart glasses frame
Apple·

Apple considered camera-free smart glasses ahead of a planned WWDC 2027 debut

Bloomberg's Mark Gurman reports Apple is aiming for a WWDC 2027 reveal of its first smart glasses, with privacy features and even a camera-free build under discussion.

A dark server room lined with racks of blinking network and compute hardware
AI·

Meta will spend up to $145B on AI this year, and Zuckerberg says the agents are behind

Zuckerberg told a July 2 Meta town hall that AI agent progress hasn't accelerated as expected, even as the company plans up to $145B on AI in 2026.

Meta corporate signage outside a company office building
Policy·

Meta reassigned thousands of engineers to label AI data, and the unit is in revolt

Gergely Orosz reports Meta moved a big share of its engineers into an AI data-labeling org. TechCrunch and Wired describe a revolt. Here is what is confirmed.

Instagram app feature illustration
Policy·

Meta pulled encryption from Instagram DMs today. WhatsApp and Messenger keep theirs.

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.

Threads social platform branding from Meta's official Threads account on threads.com
Web·

Threads finally added DMs on the web. Group chats and most countries still aren't on the list.

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.

Aerial view of a Meta data center site used by Fortune for AI infrastructure spending coverage
AI·

Hyperscalers are on track to spend $700B on AI infrastructure in 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.

Meta and Broadcom partnership announcement header showing custom AI silicon
Hardware·

Meta just committed 1 gigawatt of custom AI chips with Broadcom through 2029

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.