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Can Meta Platforms (META) Turn Surplus AI Capacity Into a Durable Enterprise Revenue Engine?

In recent weeks, Meta Platforms announced a plan to launch “Meta Compute” to rent out excess AI capacity, accelerate production of its in-house Iris data-center chip with Broadcom and TSMC from September, and roll out advanced AI models like Muse Spark 1.1 and Muse Image alongside a new chief data officer appointment. These moves signal Meta’s push to turn its vast AI infrastructure and models into an enterprise-facing cloud and tooling business, even as it balances cost efficiency gains...

Simply Wall St.

Investing.com -- Artificial intelligence is adding to U.S. inflation rather than reducing it, with the current investment boom estimated to contribute roughly 0.4 percentage points to annual inflation in 2026, according to CIBC Capital Markets.

Investing.com
Microsoft (MSFT) Faces A 25% Emissions Jump As AI Data Centers Test ESG Goals

Microsoft reported a 25% rise in carbon emissions in 2025, linked to rapid expansion of AI focused data centers. The company has also paused some renewable energy purchases, creating tension with its 2030 net negative carbon target. This development raises questions about how Microsoft will balance AI growth with environmental, social and governance expectations. For investors watching Microsoft, ticker NasdaqGS:MSFT, the environmental impact of its AI buildout is becoming a key part of the...

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