According to Techmeme, Meta posted $201B in revenue for the year, a 22% increase, with 98% from ads. Reels alone hit a $50B annual run rate, powered by over 2B advertisers using Meta’s AI tools. Separately, Satya Nadella announced Windows 11 has reached 1 billion users.
In a major public-private partnership, Microsoft is teaming with the South African Broadcasting Corporation to offer AI fluency courses on the SABC Plus digital platform. The move builds on Microsoft’s pledge to train one million South Africans and leverages the broadcaster’s reach into millions of
Meta’s CFO Susan Li revealed a massive projected capex of $115-135 billion for 2026, driven by AI data centers. This is a near-doubling from 2025 and signals an aggressive, costly infrastructure arms race. The company is still operating “capacity-constrained” despite huge cloud deals.
John Deere just pulled the wraps off its next-generation P-Tier midsize excavators. The focus is squarely on turning the cab into a high-tech, comfortable command center for marathon workdays, packed with features from heated seats to automated grading.
Pretium Packaging, owned by Clearlake Capital, has filed for Chapter 11 bankruptcy. The deal will cut its debt by over $900 million and provide $175 million in new liquidity to the plastic container maker.
Mark Zuckerberg announced a staggering $135 billion AI investment for 2026, nearly double last year’s spend. The move signals a major pivot from the metaverse toward AI infrastructure and is already leading to job cuts in Meta’s Reality Labs division.
Meta shares surged over 8% after beating Q4 earnings, with Wall Street cheering its AI spending. Microsoft, however, fell 7% as its cloud growth showed signs of cooling.
Microsoft reported a massive $625 billion backlog in future revenue, driven by AI. Yet, investors are worried as capital spending soars while Azure growth slows slightly, raising ROI questions.
Nvidia is waiting on Chinese government approval to sell its H200 AI chips in the country. CEO Jensen Huang met with officials and customers but received no new orders, even as a US export license is being finalized.
DuckDuckGo asked its community if they wanted AI in their search experience. The result was a resounding “no,” with 90% of over 175,000 voters rejecting it. The company is now offering two separate search URLs to cater to both preferences.
