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Meta

A smartphone screen displays fraudulent ads marked with a warning symbol, next to a chart showing increasing ad revenue with dollar signs, all set against a blue gradient background.

Meta and fraudulent ads: how incentives, automation and enforcement gaps collide

November 6, 2025 Gavin Bonshor 0

Reuters reports that internal documents show Meta earning very significant revenue from fraudulent ads running on Facebook and Instagram. That is not a surprise to […]

Rows of server racks connected by blue cables sit in the foreground of a lush green landscape, hinting at hyperscale data centres powering AI power grids, with power lines and towers stretching into the distance under a bright blue sky.

AI’s “bragawatts” era: can power grids keep up with hyperscale data centres?

November 5, 2025 Gavin Bonshor 0

AI infrastructure has entered what KKR’s digital infrastructure team recently called the “bragawatts” phase: hyperscalers and AI labs are no longer showing off model sizes […]

Aerial view of the Meta Hyperion JV AI megacenter, a large industrial complex with rectangular buildings, parking lots, and surrounding trees nestled amid green fields and a rural landscape. Roads and ponds are visible around the facility.

Meta’s $27B Hyperion JV: Blue Owl bankrolls AI megacenter, Meta rents it back

October 22, 2025 Gavin Bonshor 0

Meta just rewired how hyperscalers pay for compute. The company formed a $27 billion joint venture with funds managed by Blue Owl Capital to develop […]

A large computer graphics processing unit (GPU) with cooling fins, designed for AI tasks, is shown on the left beside a much smaller computer chip on the right, both set against a black background.

Meta and Oracle pick Spectrum-X: Ethernet grows up for AI

October 22, 2025 Gavin Bonshor 0

InfiniBand die-hards won’t like this, but they’ll understand it: Meta and Oracle are standardising on NVIDIA Spectrum-X Ethernet for AI factory networking. That’s not “we […]

AI Is Eating All The DRAM: Why Memory Prices Are Out Of ControlAI Is Eating All The DRAM: Why Memory Prices Are Out Of ControlNovember 17, 2025Gavin Bonshor
Entry-Level GPUs Are In Trouble As DRAM Prices Go NuclearEntry-Level GPUs Are In Trouble As DRAM Prices Go NuclearNovember 19, 2025Gavin Bonshor
Intel After Gelsinger: Packaging, PowerVia, and the Real Work Lip-Bu Tan Must FinishIntel After Gelsinger: Packaging, PowerVia, and the Real Work Lip-Bu Tan Must FinishNovember 12, 2025Gavin Bonshor
AI PC Reality Check: NPU, CPU, GPUAI PC Reality Check: NPU, CPU, GPUNovember 12, 2025Gavin Bonshor
Why Intel Still Trails AMD on Power EfficiencyWhy Intel Still Trails AMD on Power EfficiencyNovember 16, 2025Gavin Bonshor
Qualcomm Snapdragon 8 Gen 5 deep dive: Oryon CPU, Adreno 840 GPU and AI architecture explainedQualcomm Snapdragon 8 Gen 5 deep dive: Oryon CPU, Adreno 840 GPU and AI architecture explainedDecember 2, 2025Gavin Bonshor
Intel Kills Mainstream Diamond Rapids Platform: What It Means For Xeon And AMDIntel Kills Mainstream Diamond Rapids Platform: What It Means For Xeon And AMDNovember 16, 2025Gavin Bonshor

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