不过，报道指出，Reality Labs并非全线承压。除元宇宙业务外，该部门还生产Meta的Quest混合现实头 显，以及与 EssilorLuxottica合作推出的Ray-Ban智能眼镜，并在增强现实(AR)眼镜领域有所布局。相比 之下，智能眼镜业务已显现早期成功迹象，而竞争对手谷歌(GOOG.US,GOOGL.US)和苹果(AAPL.US) 在该细分市场的初期尝试并未取得明显突破。 负责Reality Labs的Meta首席技术官Andrew Bosworth已通知员工于周三召开会议，并要求尽量线下出 席。Meta方面尚未就裁员计划向媒体作出正式回应。 智通财经APP获悉，Meta Platforms(META.US)计划对旗下Reality Labs进行新一轮裁员，裁减规模约占 该部门员工总数的10%。该部门目前约有1.5万名员工，裁员消息最快或于本周二对外公布。 据媒体援引知情人士称，此次裁员将对元宇宙相关团队造成更大冲击，主要涉及从事虚拟现实(VR)头 显和虚拟社交网络开发的员工。Reality Labs长期负责Meta在元宇宙、VR/AR及可穿戴设备领域的布 局。 Reality Labs是Me ...

Core Insights - The division employs approximately 15,000 people and has a significant presence in the Seattle area, focusing on the company's metaverse technologies that integrate with augmented and virtual reality [1]

Core Insights - Meta is significantly investing in AI infrastructure, with plans to build tens of gigawatts of energy capacity this decade and hundreds of gigawatts over time, which is expected to provide a strategic advantage in AI development [2][3]. Investment and Infrastructure - The company aims to expand its energy footprint drastically to support its AI business, which is projected to increase electrical consumption in the U.S. from 5 gigawatts to 50 gigawatts over the next decade [3]. - Meta's CFO, Susan Li, emphasized that developing leading AI infrastructure will be a core advantage for creating the best AI models and product experiences [1]. Leadership and Strategy - CEO Mark Zuckerberg announced the formation of a new initiative called Meta Compute, which will focus on enhancing the company's AI infrastructure [2]. - Key executives leading this initiative include Santosh Janardhan, who will oversee technical architecture and global data center operations; Daniel Gross, who will manage long-term capacity strategy and supplier partnerships; and Dina Powell McCormick, who will work with governments on infrastructure development [4][5]. Competitive Landscape - The race to build AI-ready cloud environments is intensifying, with Meta's peers like Microsoft and Alphabet also making significant investments in AI infrastructure [8].

Core Viewpoint - The Brazilian antitrust body CADE has initiated an investigation into the new terms of Meta's WhatsApp Business tool and has decided to suspend these new terms in Brazil during the investigation process [1] Group 1 - CADE's investigation focuses on the implications of the new terms introduced by Meta for WhatsApp Business [1] - The suspension of the new terms indicates regulatory scrutiny and potential concerns regarding competition and consumer protection in Brazil [1]

Core Insights - Meta is preparing to lay off approximately 10% to 15% of its 15,000 employees in the Reality Labs division, focusing on teams involved in virtual reality headsets and Horizon Worlds [1][2] - The layoffs are expected to be announced this week, coinciding with a significant division-wide meeting called by Meta's CTO and Reality Labs chief Andrew Bosworth [2] - Reality Labs has incurred over $70 billion in losses since 2020, prompting Meta to shift its focus and spending towards artificial intelligence [2] Group 1 - The layoffs will disproportionately affect teams working on virtual reality products [1] - The upcoming meeting is described as the "most important" of the year, indicating potential significant changes within the division [2] - Bosworth has emphasized that 2025 will be a critical year for Reality Labs, which will determine its legacy [3]

Core Insights - Meta plans to reduce its workforce by approximately 10% in the Reality Labs division, which focuses on products related to the metaverse [1] Group 1 - The layoffs will affect employees working on metaverse-related products [1] - The decision reflects ongoing challenges and strategic shifts within Meta's business operations [1]

Group 1 - Meta has appointed Dina Powell McCormick as President and Vice Chair to guide its overall strategy and execution [1] - McCormick will partner with computer and infrastructure teams to ensure multi-billion dollar investments and drive positive economic impact [1] - The executive will focus on building new strategic capital partnerships and expanding Meta's long-term investment strategy [1] Group 2 - UFC CEO Dana White has been named to the board of directors, indicating a close relationship with Donald Trump [2] - The collaboration between Trump and UFC includes hosting a mixed martial arts fight at the White House for America's 250th anniversary [2] Group 3 - McCormick has a background in senior leadership roles at Goldman Sachs and served as a Senior White House Advisor under President George W. Bush [3] - Most recently, she was Vice Chair and Head of Global Client Services at BDT & MSD Partners [3]

Core Insights - Meta Platforms has appointed Dina Powell McCormick as its president and vice chairman to guide strategy and execution, focusing on multi-billion-dollar investments and partnerships [1][6] - The appointment of Powell McCormick, a veteran of two Republican administrations, highlights Meta's commitment to enhancing its AI capabilities and strategic growth [2][3] Company Overview - Meta, owner of Facebook, Instagram, and WhatsApp, has a market capitalization of approximately $1.65 trillion and is part of the S&P 500's "Magnificent Seven" group of major tech stocks [3] - The company is recognized as one of the largest spenders in the U.S. tech sector, particularly in AI technology development [2][3] Strategic Initiatives - Meta has recently secured long-term energy partnerships with three nuclear energy companies to support its data center network, addressing power availability constraints for expansion [4][5] - The company is also focused on developing its smart-glasses business, which is seen as a potential gateway to AI technology, while evolving its approach to online teen safety [5]

Core Insights - Meta is planning to announce layoffs this week, which will impact its metaverse projects as the company reallocates resources towards artificial intelligence development [1] Company Impact - The layoffs are expected to affect Meta's ongoing work on the metaverse, indicating a strategic shift in focus towards artificial intelligence [1]

Meta正集结一支高管团队管理其数十亿美元的数据中心项目，以支撑其追求"超级智能"所需的基础设施投资。此举凸显全球科技巨头在AI竞赛中对基础设施 的激进押注。 美东时间12日周一，Meta宣布，任命曾美国总统特朗普第一个任期的高级顾问Dina Powell McCormick为公司总裁兼副董事长，专注于与政府及投资者就AI 项目展开合作。几小时后，Meta的CEO马克·扎克伯格宣布，提拔两名高管领导名为Meta Compute的内部组织，监督公司全球数据中心及其供应商合作关 系。 特朗普周一在Truth Social上发帖祝贺Powell McCormick的任命，称扎克伯格作出了"绝佳的选择"，称赞她是"出色且极具才华的人士，曾以实力和卓越表现 为特朗普政府服务"。 "华尔街最资深女高管之一"加盟Meta Powell McCormick去年4月加入Meta董事会，8个月后意外辞职。她本周将以总裁兼副董事长的身份重返Meta，直接向扎克伯格汇报工作。Meta的发言人确 认，她将指导公司的整体战略，特别专注于AI基础设施的工作。 Meta周一发布的声明称，McCormick"在全球金融最高层的经验，以及她在全 ...