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Meta expects 2026 capital expenditures of $135 billion to $145 billion

In its third-quarter earnings report released on October 21, Meta forecast 2026 capital expenditures of $135 billion to $145 billion, to continue investing in AI infrastructure and new product development. The company said its AI investments have already generated incremental advertising revenue through stronger user engagement, better recommendations and more efficient monetization, and it expects these investments and new product launches to support revenue growth in 2027. The earnings report showed third-quarter revenue of $64.6 billion, up 26% year over year, including advertising revenue of $63.06 billion; total costs and expenses for the quarter were $51.61 billion, up 68% year over year, including $9.89 billion in charges related to a settlement with 52 U.S. state attorneys general over litigation concerning teen mental health and social media.

View story:Meta expects 2026 capital expenditures of $135 billion to $145 billion

Judge orders Meta to disclose the list of employees who authorized BitTorrent downloads of pirated ebooks

US Judge Thomas Hixson ordered Meta to provide the command history of the download servers and to list all personnel involved in approving the downloading of pirated ebook libraries via BitTorrent. Meta previously said it could not identify the specific decision-makers, that such decisions were usually team consensus, and that downloading torrents was a technical decision by the executing employees. The book publishers and authors suing Meta want to find out who ordered the downloading of pirated ebooks from Anna's Archive and LibGen for training AI models.

English translation is being prepared.

US Judge Thomas Hixson ordered Meta to provide the command history of the download servers and to list all personnel involved in approving the downloading of pirated ebook libraries via BitTorrent. Meta previously said it could not identify the specific decision-makers, that such decisions were usually team consensus, and that downloading torrents was a technical decision by the executing employees. The book publishers and authors suing Meta want to find out who ordered the downloading of pirated ebooks from Anna's Archive and LibGen for training AI models.

View story:Judge orders Meta to disclose the list of employees who authorized BitTorrent downloads of pirated ebooks

English translation is being prepared.

English translation is being prepared.

View story:English translation is being prepared.

Meta pauses Muse conversation sharing feature

Meta has paused the conversation sharing feature of its Muse AI agent. The reason is that researchers at security firm Claroc found that the URLs of these shared links could be retrieved on the public web. Claroc said it found more than 6,800 Muse links through public DNS records and reviewed hundreds of conversations, with content involving marketing company revenue reviews, small business owner loan applications, workplace year-round employee calendars, and notes from job seekers' calls with AI labs. Muse spokesperson Tracy Clayton said users can share specific Muse content and generate pages accessible via links, and the company is reviewing the report and considering adjusting how links are discovered. According to Unite.AI, on October 20 Claroc rechecked 40 shares that previously could be opened without an account, and none could be opened, but hostnames containing conversation titles remained in passive DNS history; Muse launched on September 8, and share addresses consist of the conversation title plus a random ID, and when first opened, DNS records the full hostname.

English translation is being prepared.

Meta has paused the conversation sharing feature of its Muse AI agent. The reason is that researchers at security firm Claroc found that the URLs of these shared links could be retrieved on the public web. Claroc said it found more than 6,800 Muse links through public DNS records and reviewed hundreds of conversations, with content involving marketing company revenue reviews, small business owner loan applications, workplace year-round employee calendars, and notes from job seekers' calls with AI labs. Muse spokesperson Tracy Clayton said users can share specific Muse content and generate pages accessible via links, and the company is reviewing the report and considering adjusting how links are discovered. According to Unite.AI, on October 20 Claroc rechecked 40 shares that previously could be opened without an account, and none could be opened, but hostnames containing conversation titles remained in passive DNS history; Muse launched on September 8, and share addresses consist of the conversation title plus a random ID, and when first opened, DNS records the full hostname.

View story:Meta pauses Muse conversation sharing feature

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Meta stock plunged 6.98% to $648.85

Meta stock closed down 6.98% at $648.85 per share on October 22, falling back to early September levels and giving up all the gains brought by the Muse agent. A report Meta submitted to the U.S. Securities and Exchange Commission the same day showed that, as of September 30, 2026, its total irrevocable contractual commitments stood at $454.52 billion, mainly involving third-party cloud computing capacity, servers and network infrastructure, data center energy services, and Reality Labs consumer hardware, of which approximately $45.85 billion and $121.41 billion mature in 2026 and 2027, respectively. There are currently no subsequent developments.

Rohan Paul says Meta's AI agent Muse reached 10.2 million downloads in the US in 40 days

Rohan Paul offered the assessment that Meta's AI agent Muse reached 10.2 million downloads in the US within 40 days of launch. The data he cited also shows that historically only 11 apps have reached this pace, most of them mobile games. On retention, Muse's US 7-day retention rate is 30% and its 14-day retention rate is 23%, compared with competitor averages of 19% and 16%, respectively. On October 16, its daily active users reached 2.5 million, up 15% in a week, but still less than a quarter of its US downloads. At present, this assessment is seen only from Rohan Paul as a single source, with no other independent sources or official evidence to cross-verify it.

Rohan Paul says Meta's AI agent Muse reached 10.2 million US downloads in 40 days

Rohan Paul offered the assessment that Meta's AI agent Muse reached 10.2 million downloads in the US within 40 days of launch. The data he cited also shows that historically only 11 apps have reached this pace, most of them mobile games. On retention, Muse's US 7-day retention rate is 30% and its 14-day retention rate is 23%, compared with competitor averages of 19% and 16%, respectively. On October 16, its daily active users reached 2.5 million, up 15% in a week, but still less than a quarter of its US downloads. At present, this assessment is seen only from Rohan Paul as a single source, with no other independent sources or official evidence to cross-verify it.

View story:Rohan Paul says Meta's AI agent Muse reached 10.2 million downloads in the US in 40 days

Meta releases technical details of the Prometheus supercluster

Meta's engineering team has published technical details of the Prometheus supercluster. Located in New Albany, Ohio, the cluster currently consists of hundreds of thousands of GPUs and operates as a single machine, with plans to scale to approximately 1 million GPUs. Meta confirmed that the first phase has already used the cluster to train the Muse family of foundation models (including Muse Wonder), with Muse Wonder achieving pretraining goodput of over 85% and reinforcement learning goodput of over 90%. Meta also disclosed two platforms: Catalina, based on NVIDIA GB200 NVL72, and Clemente, based on GB300 NVL72, as well as the upcoming Vera Rubin NVL72 platform.

Meta stock plunges 6.98% to $648.85

Meta stock closed down 6.98% at $648.85 per share on October 22, falling back to early September levels and giving up all the gains brought by the Muse agent. A report Meta submitted to the U.S. Securities and Exchange Commission the same day showed that, as of September 30, 2026, its total irrevocable contractual commitments stood at $454.52 billion, mainly involving third-party cloud computing capacity, servers and network infrastructure, data center energy services, and Reality Labs consumer hardware, of which approximately $45.85 billion and $121.41 billion mature in 2026 and 2027, respectively. There are currently no subsequent developments.

View story:Meta stock plunged 6.98% to $648.85

Meta announces issuance of a new class of shares to finance AI plans

Meta announced on October 22, 2026, the issuance of a new class of shares to finance its AI plans. At the earnings call the same day, it was disclosed that within six weeks of launch, more than 10 million people in the United States and Canada had set up the AI product Muse, with about 25% of users using it daily; shopping is the most common use case, with an average order value exceeding $200; the company plans to bring Muse to Meta Glasses in November 2026 and to launch the hardware device Muse Charm. Chief Financial Officer Susan Li said that, apart from subscriptions, Muse has not yet been monetized. There are currently no subsequent developments.

Meta announces issuance of a new class of shares to finance AI plans

Meta announced on October 22, 2026, the issuance of a new class of shares to finance its AI plans. At the earnings call the same day, it was disclosed that within six weeks of launch, more than 10 million people in the United States and Canada had set up the AI product Muse, with about 25% of users using it daily; shopping is the most common use case, with an average order value exceeding $200; the company plans to bring Muse to Meta Glasses in November 2026 and to launch the hardware device Muse Charm. Chief Financial Officer Susan Li said that, apart from subscriptions, Muse has not yet been monetized. There are currently no subsequent developments.

View story:Meta announces issuance of a new class of shares to finance AI plans

Meta says it is training the Muse foundation model on the Prometheus supercomputing cluster

Meta announced that the first phase of its gigawatt-scale supercomputing cluster Prometheus has been completed in New Albany, Ohio, and is being used to train the Muse series of foundation models, including Muse Wonder. The cluster currently consists of hundreds of thousands of GPUs, with a full-scale target of about 1 million, and has deployed two generations of platforms, NVIDIA GB200 NVL72 (Catalina) and GB300 NVL72 (Clemente), with Vera Rubin NVL72 to be introduced later. Meta says Muse Wonder's pre-training goodput exceeds 85%, reinforcement learning goodput exceeds 90%, and the interruption rate has been reduced by 99% from its mid-2025 peak. Subsequent reports added that during Muse Wonder training, an interruption occurred on average only about every 47K GPU hours; Meta said that in a cluster of this scale, even a single host failing to meet performance standards would slow down an entire training round, so Prometheus was designed for large-scale fault tolerance.

English translation is being prepared.

Meta announced that the first phase of its gigawatt-scale supercomputing cluster Prometheus has been completed in New Albany, Ohio, and is being used to train the Muse series of foundation models, including Muse Wonder. The cluster currently consists of hundreds of thousands of GPUs, with a full-scale target of about 1 million, and has deployed two generations of platforms, NVIDIA GB200 NVL72 (Catalina) and GB300 NVL72 (Clemente), with Vera Rubin NVL72 to be introduced later. Meta says Muse Wonder's pre-training goodput exceeds 85%, reinforcement learning goodput exceeds 90%, and the interruption rate has been reduced by 99% from its mid-2025 peak. Subsequent reports added that during Muse Wonder training, an interruption occurred on average only about every 47K GPU hours; Meta said that in a cluster of this scale, even a single host failing to meet performance standards would slow down an entire training round, so Prometheus was designed for large-scale fault tolerance.

View story:Meta says it is training the Muse foundation model on the Prometheus supercomputing cluster

English translation is being prepared.

Meta releases technical details of Prometheus supercluster

Meta's engineering team has published technical details of the Prometheus supercluster. Located in New Albany, Ohio, the cluster currently consists of hundreds of thousands of GPUs and operates as a single machine, with plans to scale to approximately 1 million GPUs. Meta confirmed that the first phase has already used the cluster to train the Muse family of foundation models (including Muse Wonder), with Muse Wonder achieving pretraining goodput of over 85% and reinforcement learning goodput of over 90%. Meta also disclosed two platforms: Catalina, based on NVIDIA GB200 NVL72, and Clemente, based on GB300 NVL72, as well as the upcoming Vera Rubin NVL72 platform.

View story:Meta releases technical details of the Prometheus supercluster

English translation is being prepared.

View story:English translation is being prepared.