Meta’s stock experienced a rebound as advancements in agentic AI coding and the deployment of custom chips alleviated concerns over spending. The company is scaling its MTIA custom AI chips, with new generations set to launch in 2026 and 2027, aimed at enhancing its capabilities for broader AI workloads, including GenAI inference. Additionally, Meta introduced Muse Spark 1.1, its latest agentic and coding model, available via the Meta Model API and Meta AI, further emphasizing its focus on innovative AI solutions.

Meta: Meta Platforms, Inc. is a major technology company that operates social media platforms and invests significantly in artificial intelligence research and infrastructure. The company recently launched Muse Spark 1.1, an agentic and coding-focused AI model, while advancing custom MTIA chips for efficient AI workloads. These developments are helping to mitigate investor concerns about AI spending, supporting a rebound in the company’s stock.

Hardware: Meta is scaling its MTIA custom AI chips with new generations deployed or planned for 2026 and 2027 to support broader AI workloads including GenAI inference.
AI Models: Meta released Muse Spark 1.1, its newest agentic and coding model available through the Meta Model API and Meta AI.