Meta

Headquarters

Menlo Park, California, USA

Website

about.meta.com

Employees

78,865 (FY2025 10-K)

Founded

2004

Listing

META · NASDAQ

Market Cap

$1.51T

Revenue (TTM)

$214.96B

Price

USD593.87 (-8.05%)

Investment

• Scale AI: Meta acquired a 49% stake in data-labeling company Scale AI and hired its CEO, Alexandr Wang, to lead its new Superintelligence Labs team.

Dependency

• Nebius: Meta has a multibillion-dollar contracted capacity agreement with Nebius, part of Nebius' $40 billion+ contracted revenue from investment-grade customers.
• Corning: Meta agreed to purchase up to $6 billion in optical fiber, cable and connectivity products from Corning through 2030.
• Marvell Technology: Meta has custom AI silicon designed with Marvell Technology's involvement.
• Arista Networks: Meta is Arista Networks' largest customer at roughly 26% of revenue, using Arista's Etherlink AI fabric for AI training and inference networking.
• Oracle: Meta is among Oracle Cloud Infrastructure's major AI infrastructure customers, alongside OpenAI and NVIDIA.
• CoreWeave: Meta has committed over $21 billion to CoreWeave for AI cloud compute capacity.
• Taiwan Semiconductor Manufacturing Company: Meta depends on TSMC to fabricate its custom MTIA AI accelerator chips, using nodes down to 3nm with CoWoS packaging.
• Samsung Electronics: Meta sources high-performance memory chips from Samsung Electronics for its AI infrastructure.
• Sandisk: Meta sources flash storage from Sandisk for its AI data center infrastructure.
• Arm Holdings: Meta co-develops the Arm AGI CPU with Arm Holdings to optimize infrastructure for its family of apps.
• Amazon Web Services: Meta signed a deal to buy millions of Amazon's custom Graviton AI-optimized CPUs, diversifying beyond NVIDIA/AMD GPUs and its own MTIA silicon for certain inference workloads.
• Oklo: Meta signed a deal with Oklo in January 2026 to develop a 1.2-gigawatt nuclear power campus in Ohio dedicated to AI data center power, prepaying for output.
• TerraPower: Meta signed an agreement with TerraPower for up to 8 Natrium reactor and energy storage plants -- Meta's largest advanced-nuclear commitment to date -- providing up to 2.1 GW of power by 2035.
• Constellation Energy: Meta signed a 20-year power purchase agreement with Constellation Energy for 1.1 GW from the Clinton nuclear plant starting 2027.
• Vistra: Meta signed a 20-year nuclear power purchase agreement with Vistra in early 2026 to help power its AI data centers.
• NVIDIA: Meta depends on NVIDIA GPUs for the bulk of its AI infrastructure build-out, in a deal chip analysts describe as certainly in the tens of billions of dollars, alongside significant AMD chip purchases.
• Broadcom: Meta is rolling out more than one gigawatt of custom silicon (MTIA) developed with Broadcom to complement its NVIDIA systems.
• Lisa Su: Under Su's leadership, AMD's MI300X accelerator became Meta's chip of choice for all live traffic serving its Llama 405B model.

Development

• Large Language Models: Meta develops the Llama family of open-weight large language models.
• Mark Zuckerberg: Mark Zuckerberg founded Meta (formerly Facebook) and continues to direct its strategic pivot toward AI infrastructure and superintelligence research.

Competition / Other

• Alphabet (Google): Meta competes with Google, Microsoft, and Amazon in frontier AI models and cloud/AI infrastructure investment.
• Microsoft: Meta competes with Microsoft, Google, and Amazon in frontier AI models and enterprise AI platform adoption.
• OpenAI: Meta's frontier AI research (Llama, superintelligence lab) competes directly with OpenAI and Anthropic for AI talent and model capability.