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Meta has signed a multibillion-dollar deal to lease Google Ironwood TPUs as it diversifies its AI chip procurement beyond Nvidia, while Google targets 10 percent of Nvidia's data center revenue.

Meta postpones its next-generation Avocado AI model by at least two months after benchmarks show it trailing rivals, raising questions about the company's $135 billion AI investment.

Teresa Ribera signals the EU will examine every layer of AI infrastructure for competition distortions, from chips to cloud to models.

All six DMA gatekeepers filed annual compliance reports on March 9 as the Commission prepares its first formal review of the regulation, with AI designation and transatlantic tensions at stake.

The Federal Trade Commission has filed a notice of appeal in its landmark antitrust case against Meta, challenging a November 2025 ruling that found the company is not a social media monopolist because it faces competition from TikTok and YouTube.

Meta begins construction on a 1-gigawatt data center campus in Lebanon, Indiana, part of a broader AI infrastructure arms race that will see the four largest tech companies spend upwards of $650 billion in 2026.

Meta rewrites WhatsApp's media processing library in Rust, cutting code by 44% while hardening security for 3 billion users across every major platform.