Meta is about to enter the fourth restructuring of its AI business.

Meta is planning to reorganize its artificial intelligence (AI) division for the fourth time in just six months, The Information reported on August 16.

The new unit, called Superintelligence Labs, will be divided into four groups: “TBD Lab” (functionality yet to be determined), a product development team including the Meta AI assistant, an infrastructure team, and the Fundamental AI Research (FAIR) lab focused on long-term research.

As Silicon Valley's AI race heats up, Meta CEO Mark Zuckerberg is betting big on accelerating research into artificial general intelligence (AGI) — machines that can think beyond humans — and opening up new revenue streams.

Meta recently restructured its entire AI operations into Superintelligence Labs, after seeing several senior executives leave and its open-source AI prototype Llama 4 falling short of expectations.

According to Reuters, earlier this month Meta partnered with US bond management giant PIMCO and asset management firm Blue Owl Capital to raise $29 billion to expand its data center in rural Louisiana.

Meta said that rising costs to build data center infrastructure and personnel costs — as the company hires many researchers with huge salaries — will cause the technology giant's spending growth rate in 2026 to exceed 2025.

Meta's revenue jumped 22% year-over-year to $47.5 billion last quarter as the social media giant continues to invest heavily in AI.

Meta reported a net profit of $18.3 billion in the latest quarter, up from $13.5 billion in the same period last year. The result far exceeded Wall Street expectations as Meta's advertising revenue jumped 21% to $46.6 billion.

Meta's Family of Apps (FoA) segment - which includes Facebook, Instagram, WhatsApp and Messenger - recorded 3.48 billion daily active users in June 2025, up 6% year-on-year.

“We had a strong quarter in terms of revenue and user growth,” CEO Mark Zuckerberg said. Zuckerberg also spoke enthusiastically about building what he calls superintelligent AI for all users around the world .

After Meta released its earnings report, its stock price jumped 12% in after-hours trading, buoyed by positive investor sentiment. Meta is pursuing a strategy of aggressively competing with other tech companies in the AI space, aiming to ensure that the technology delivers social benefits and returns in the near future.

The company has launched a massive AI investment campaign, poaching top researchers from rivals like OpenAI and Apple at high salaries to develop AI superintelligence.

In a post outlining Meta's AI strategy, Mr. Zuckerberg said the rest of the decade will be a transitional period for AI development, and the company's priority is to bring AI closer to users.

Meta has significantly increased its capital spending to $17 billion in the second quarter of 2025, mainly for AI infrastructure, according to the disclosure. The group estimates total capital spending this year will range from $66 billion to $72 billion.

Most analysts believe Meta will recoup these investments by improving its advertising effectiveness and creating new opportunities such as producing smart glasses through partnerships with EssilorLuxottica and the famous Ray-Ban eyewear maker.

Meta's AI team is currently led by Alexandr Wang, former CEO of Scale AI. Scale AI is a startup that Meta invested $14.3 billion in last month./.

(Vietnam News Agency/Vietnam+)

Source: https://www.vietnamplus.vn/meta-sap-buoc-vao-lan-cai-to-thu-tu-doi-voi-mang-kinh-doanh-ai-post1056100.vnp