Meta
Breaks down Meta's bets on open models, AI cluster infrastructure and XR world generation, and why it keeps releasing open weights.
Meta's AI investment runs along three lines: infrastructure such as MetaRoCE, which redesigns network transport for large GPU clusters; research models released by FAIR, including SAM 3D, the PE-AV audio-visual encoder and Code World Model; and the Horizon Engine, which extends world generation from VR toward smart glasses. Together they back a long-term strategy of trading open weights for ecosystem and cutting cost with in-house infrastructure.
