The Frontier Leaders · AI Infra 100 · Meta

Meta

Menlo Park, California, United States · AI Core · Compute demand & operators / Hyperscalers · Established · meta.com

Meta develops AI models, including Llama 4, and Muse, a personal AI agent that can use apps and websites, send emails and make payments.

AI Infra 100 · rank 89 · score 85 →Humanoids · watchlist · score 79Robotics · watchlist · score 72Edition: November 2026

Positioning

The one hyperscaler-scale buyer with no cloud business: all compute is captive to its own models and products, financed increasingly through debt and partner capital, with AMD and Nvidia as suppliers and MTIA as in-house silicon.

Latest signals

  • Meta's internal Max humanoid robot weighs about 48 kg and is used for research36Kr newsflashes
  • Anthropic renamed Claude Max 5x to Max and Max 20x to Ultra at unchanged pricesITmedia News
  • Meta builds Max household humanoid prototype with Fourierhumanoid.guide
  • Alphabet, Amazon and Meta shares plunged in an AI stock sell-offYicai
  • Meta and Fourier built a custom humanoid named Max in three monthsHumanoids Daily

1383 signals name Meta. Members see all of them, filtered by topic, source and date.

Facts, with sources

  • pre-revenueRevenue band · rsshub.bkraju.com — 2026-09-19
  • German court ruled Meta liable for third-party false advertisements on Instagram and FacebookSetback · rsshub.bkraju.com — 2026-09-17
  • New subscription tiers for AI, Creator, and Business servicesProduct launch · www.heise.de — 2026-09-17
  • Threads podcast promotion tools for creatorsProduct launch · techcrunch.com — 2026-09-16

373 facts on file. Members see all of them with the source link.

Scores, AI Core (of 10)

Deployment10
Production10
Commercials10
Progress10
Technology6
Positioning8
Firepower10
Leverage6

Traction: deployment, production, commercials, progress. Capability: technology, positioning, firepower, leverage.

Also tracked in

watchlistHumanoids · score 79watchlistRobotics · score 72

Peers in Hyperscalers

5Alphabet · 10015Amazon · 9639Microsoft · 9287Alibaba · 85

The segment's suppliers, constraints and risers, for members.

Categories

AI CoreAI · Models & applications / Agents & reasoningHumanoidsHumanoids · Software / Motion planning & controlRoboticsRobotics · Software / Motion planning & control

Questions this page answers

What does Meta do?

Meta develops AI models, including Llama 4, and Muse, a personal AI agent that can use apps and websites, send emails and make payments. The one hyperscaler-scale buyer with no cloud business: all compute is captive to its own models and products, financed increasingly through debt and partner capital, with AMD and Nvidia as suppliers and MTIA as in-house silicon.

Where does Meta rank in ai core?

Meta ranks 89 of 100 on the AI Infra 100 (November 2026 edition) with a score of 85 out of 100, in Hyperscalers (Compute demand & operators). Assessment by Frontier Tech Intelligence.

Who are Meta's peers in Hyperscalers?

Alphabet (rank 5), Amazon (rank 15), Microsoft (rank 39), Alibaba (rank 87).

Where is Meta based and when was it founded?

Meta is based in Menlo Park, California, United States. Stage: Established.

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