OpenAI, Muse 맞설 Dots 출시…AI 에이전트 경쟁 가열

OpenAI가 Dots를 공개하고 300억 달러를 조달하며 Meta의 Muse와 직접 경쟁, AI 에이전트 시장 재편

메타, 몽고DB CEO 영입해 신규 엔터프라이즈 플랫폼 사업부 신설

메타, 전 몽고DB CEO 주도 엔터프라이즈 AI 사업부 출범…기존 엔터프라이즈 소프트웨어 업체와 경쟁

메타 AI, 광고 참여도 제고…엔터프라이즈 진출에 투자자 관심

AI 투자가 광고 참여도와 전환율을 높이는 가운데, 엔터프라이즈 소프트웨어 진출로 투자자 재평가 촉발

메타, 최대 규모 AI 데이터센터 건설…직원 7,500명 이상 채용

루이지애나에 최대 규모 AI 데이터센터를 건설하며 AI 인프라에 대한 지속적인 투자를 보여줘

메타, 케임브리지 애널리티카 사건에서 책임 인정, 손해배상 직면

뉴멕시코 배심원단, 메타의 사용자 기만 판단…개인정보 규제 리스크 부각

Meta Unveils Muse Charm and VR Glasses, Expanding AI Hardware Ecosystem영어 원문

Launch of Muse Charm 5G device and lightweight VR glasses strengthens AI agent hardware strategy

내부자 매도 2140만 달러 (내부자 1명)

Meta partners with PayPal to enable Muse checkout at merchants worldwide영어 원문

Muse evolves from assistant to transaction layer; PayPal partnership enables shopping/checkout globally, following Shopify's Shop Pay integration

Meta Muse tops ChatGPT's early downloads, draws bullish calls영어 원문

Muse tops app store charts; JPMorgan says it could be most-used AI app since ChatGPT; Ark Invest adds position

내부자 매도 2950만 달러 (내부자 2명)

Meta Unveils Petal Transatlantic Subsea Cable, Service in 2029영어 원문

7,000-km cable with 1Pbps capacity strengthens Meta's global infrastructure for AI and cloud expansion

Meta Airs First National TV Ad for Muse영어 원문

Muse enters mainstream marketing, signaling AI agent push

Meta Expands Muse Ecosystem: Connector Open, macOS Support영어 원문

Muse expands to desktop and developer tools, broadening use cases

Anthropic in talks with Meta on $10B compute lease영어 원문

Potential large compute lease could boost Meta's AI infrastructure monetization

JPMorgan upgrades Meta to Overweight, PT $820영어 원문

Bullish call on AI monetization; institutional holdings shift

Meta CEO joins tech leaders to oppose AI regulator, stresses safety as competitive edge영어 원문

Zuckerberg, Musk, and Huang pressured White House to drop AI standards body, signaling lighter regulation

Meta Connect Approaches, AI Products and Smart Glasses in Focus영어 원문

Citi reiterates Buy and adds to 90-day watch, expecting Muse AI updates; camera-free Luna glasses may debut

Meta One Launches Globally, Subscription Tiers Across Ecosystem영어 원문

Meta One subscription now live globally across Instagram, Facebook, WhatsApp and Meta AI, with consumer and business pricing tiers

내부자 매도 1350만 달러 (내부자 1명)

Meta Oversight Board Urges Against Replacing Fact-Checking with Community Notes영어 원문

Board publicly opposes crowdsourced fact-checking system being tested in Latin America

Meta Declares Quarterly Cash Dividend of $0.525/Share영어 원문

First regular dividend post-settlement, reinforcing shareholder return commitment

내부자 매도 1300만 달러 (내부자 1명)

Meta Signs 20-Year Nuclear Power Deal with Constellation, AI Data Center Power Demand in Focus영어 원문

Constellation's 20-year power agreement with Meta highlights AI infrastructure energy needs

Meta Hits Record $2.9M Annual Revenue per Employee영어 원문

Meta's annual revenue per employee hits a record $2.9M, with Q2 revenue of $60.8B, showing continued efficiency gains.

Meta's Largest AI Data Center in Louisiana Spurs Local Business영어 원문

Meta is building its largest AI data center in Holly Ridge, LA, driving local commerce; a taco shop now derives 40% of business from it.

Meta Settles Teen-Safety Lawsuit for $18B, Implements Major Platform Changes영어 원문

Settlement below expectations, but major platform changes will impact future operations

Meta Launches Muse Voice Transcribe and Monetizes Muse Code영어 원문

Real-time speech-to-text API and paid Muse Code plans signal AI monetization push

Meta Removes Malicious Ads After India Warning영어 원문

India flagged ads luring users to malware; Meta removed them, stock dipped slightly.