{
  "data_version": "1",
  "schema": "https://whatledto.com/data",
  "id": "meta",
  "name": "Meta",
  "kind": "company",
  "url": "https://whatledto.com/who/meta",
  "description": "Owner of Facebook and Instagram and one of the biggest buyers of Nvidia GPUs.",
  "same_as": [
    "https://en.wikipedia.org/wiki/Meta_Platforms",
    "https://www.meta.com/"
  ],
  "timelines": [
    {
      "slug": "us-layoffs-register-2025-2026",
      "title": "Who Cut Jobs When: A Register of Major U.S. Layoffs, 2025 to 2026",
      "url": "https://whatledto.com/events/us-layoffs-register-2025-2026",
      "json": "https://whatledto.com/events/us-layoffs-register-2025-2026.json",
      "role": "Opened the register with a 5% performance-based reduction in 2025 and announced a roughly 10% restructuring in April 2026.",
      "entries": 2,
      "updated_at": "2026-10-22T03:11:00.402205+00:00"
    },
    {
      "slug": "meta-headsets-and-glasses",
      "title": "Meta's Headsets, Glasses and the Reality Labs Bill",
      "url": "https://whatledto.com/events/meta-headsets-and-glasses",
      "json": "https://whatledto.com/events/meta-headsets-and-glasses.json",
      "role": "Owner of Oculus/Quest, Reality Labs and the Meta-branded glasses and VR hardware strategy.",
      "entries": 38,
      "updated_at": "2026-10-21T11:45:42.522959+00:00"
    },
    {
      "slug": "nvidia-datacenter-gpu-roadmap",
      "title": "Nvidia Data Center GPUs: Hopper, Blackwell and Vera Rubin",
      "url": "https://whatledto.com/events/nvidia-datacenter-gpu-roadmap",
      "json": "https://whatledto.com/events/nvidia-datacenter-gpu-roadmap.json",
      "role": "Adopted NVIDIA Spectrum-6 switches and described IceCube switch variants.",
      "entries": 0,
      "updated_at": "2026-10-19T04:16:55.667289+00:00"
    },
    {
      "slug": "oracle-ai-cloud",
      "title": "Oracle's AI Cloud: The Backlog and the Debt Behind It",
      "url": "https://whatledto.com/events/oracle-ai-cloud",
      "json": "https://whatledto.com/events/oracle-ai-cloud.json",
      "role": "One of the companies Oracle identified as making new commitments that contributed to its $523 billion backlog in December 2025.",
      "entries": 1,
      "updated_at": "2026-10-15T07:25:19.922319+00:00"
    },
    {
      "slug": "hyperscaler-custom-accelerators",
      "title": "Custom AI Silicon at the Hyperscalers: TPU, Trainium, Maia, MTIA and the OpenAI–Broadcom Chip",
      "url": "https://whatledto.com/events/hyperscaler-custom-accelerators",
      "json": "https://whatledto.com/events/hyperscaler-custom-accelerators.json",
      "role": "Develops MTIA for recommendation and generative-AI workloads while also renting Google TPUs and buying other accelerator capacity.",
      "entries": 11,
      "updated_at": "2026-10-14T06:27:24.396104+00:00"
    },
    {
      "slug": "amd-instinct-ai-gpus",
      "title": "AMD Instinct: From MI300X to Helios and the Gigawatt Deals",
      "url": "https://whatledto.com/events/amd-instinct-ai-gpus",
      "json": "https://whatledto.com/events/amd-instinct-ai-gpus.json",
      "role": "Reportedly uses MI300X broadly for Llama inference and agreed to deploy up to 6 gigawatts of AMD GPUs, beginning with a custom MI450-based part; it also received a warrant for up to 160 million AMD shares.",
      "entries": 4,
      "updated_at": "2026-10-14T04:20:23.900678+00:00"
    },
    {
      "slug": "apple-ceo-succession",
      "title": "Apple CEO Succession: How Tim Cook Handed Apple to John Ternus",
      "url": "https://whatledto.com/events/apple-ceo-succession",
      "json": "https://whatledto.com/events/apple-ceo-succession.json",
      "role": "The company from which Apple recruited Jennifer Newstead and to which former design chief Alan Dye departed.",
      "entries": 1,
      "updated_at": "2026-10-14T04:05:02.255377+00:00"
    }
  ],
  "entries": [
    {
      "timeline": "meta-headsets-and-glasses",
      "id": 2209,
      "url": "https://whatledto.com/events/meta-headsets-and-glasses#n2209",
      "date": "2026-10-20",
      "date_precision": "day",
      "title": "EssilorLuxottica puts wearables revenue up 20 percent, the closest public read on Meta glasses sales",
      "summary": "Reporting third-quarter revenue of €7,486 million, up 7.2 percent at constant exchange rates, EssilorLuxottica said its wearables revenue rose 20 percent and called it an emerging category it leads. It does not break out Ray-Ban Meta units or revenue, so this growth rate is the nearest thing to a public figure for how the Meta partnership is selling — and it is the manufacturer’s number, covering the whole wearables line rather than Meta’s products alone.",
      "type": "other",
      "entities": [
        "EssilorLuxottica",
        "Meta Platforms"
      ],
      "parties": [
        "essilorluxottica",
        "meta"
      ],
      "sources": [
        {
          "url": "https://www.essilorluxottica.com/en/newsroom/press-releases/q3-2026-revenue/",
          "outlet": "EssilorLuxottica",
          "published": "2026-10-20",
          "quote": "wearables’ revenue increased 20%, confirming the strong momentum behind this emerging category we continue to lead"
        }
      ]
    },
    {
      "timeline": "meta-headsets-and-glasses",
      "id": 2106,
      "url": "https://whatledto.com/events/meta-headsets-and-glasses#n2106",
      "date": "2026-10-13",
      "date_precision": "day",
      "title": "Meta Ray-Ban Display sales begin in France, Italy and Germany",
      "summary": "Meta said online ordering and retail sales for Meta Ray-Ban Display would start October 13 in Paris, Milan, Rome, Frankfurt, Hamburg and Munich. The rollout covered France, Italy and Germany.",
      "type": "launch",
      "entities": [
        "Meta",
        "EssilorLuxottica",
        "Ray-Ban",
        "Meta Ray-Ban Display"
      ],
      "parties": [
        "meta",
        "essilorluxottica",
        "ray-ban",
        "meta-ray-ban-display"
      ],
      "sources": [
        {
          "url": "https://about.fb.com/news/2026/09/new-features-for-meta-ray-ban-display-navigation-hologram/",
          "outlet": "Meta Newsroom",
          "published": "2026-09-23",
          "quote": "France, Italy & Germany: Pre-orders will progressively start today, with online ordering and retail sales (Paris, Milan, Rome, Frankfurt, Hamburg, and Munich) starting October 13."
        }
      ]
    },
    {
      "timeline": "hyperscaler-custom-accelerators",
      "id": 2145,
      "url": "https://whatledto.com/events/hyperscaler-custom-accelerators#n2145",
      "date": "2026-10-12",
      "date_precision": "day",
      "title": "Meta introduces Tahan Ethernet scale-up switch for MTIA 300",
      "summary": "Meta introduced Tahan, an Ethernet-based scale-up switch. Meta said Tahan was purpose-built for its MTIA 300 training accelerators.",
      "type": "launch",
      "entities": [
        "Meta",
        "Tahan",
        "MTIA 300"
      ],
      "parties": [
        "meta",
        "tahan",
        "mtia-300"
      ],
      "sources": [
        {
          "url": "https://engineering.fb.com/2026/10/12/open-source/ocp-summit-2026-powering-ai-with-open-innovations-in-scale-up-scale-out-and-scale-across-networks/",
          "outlet": "Engineering at Meta",
          "published": "2026-10-12",
          "quote": "We’re introducing Tahan, Meta’s Ethernet-based scale-up switch — purpose-built for our MTIA 300 training accelerators."
        }
      ]
    },
    {
      "timeline": "meta-headsets-and-glasses",
      "id": 1883,
      "url": "https://whatledto.com/events/meta-headsets-and-glasses#n1883",
      "date": "2026-10-02",
      "date_precision": "day",
      "title": "Hans Anders suspends Meta Ray-Ban glasses sales",
      "summary": "Hans Anders suspended sales of Meta Ray-Ban smart glasses in the Netherlands and Belgium. Reuters reported that the retailer cited privacy concerns and debate over smart glasses and their conditions of use.",
      "type": "other",
      "entities": [
        "Hans Anders",
        "Meta",
        "Ray-Ban Meta",
        "EssilorLuxottica"
      ],
      "parties": [
        "hans-anders",
        "meta",
        "ray-ban-meta",
        "essilorluxottica"
      ],
      "sources": [
        {
          "url": "https://www.marketscreener.com/news/dutch-eyewear-chain-hans-anders-halts-sale-of-meta-glasses-citing-privacy-concerns-ce785ddbd988f62c",
          "outlet": "Reuters, republished by MarketScreener",
          "published": "2026-10-02",
          "quote": "One of the largest Dutch eyewear retail chains said on Friday it had suspended sales of Meta's Ray-Ban smart glasses in the Netherlands and Belgium amid growing privacy concerns, in one of the first such moves by a retailer."
        }
      ]
    },
    {
      "timeline": "meta-headsets-and-glasses",
      "id": 1882,
      "url": "https://whatledto.com/events/meta-headsets-and-glasses#n1882",
      "date": "2026-09-29",
      "date_precision": "day",
      "title": "Consumentenbond threatens to sue Meta over camera glasses",
      "summary": "Consumentenbond said it would sue Meta if the company did not modify its camera glasses within two weeks. The consumer group said it had sent Meta a formal demand letter seeking changes to the glasses and their default settings.",
      "type": "legal",
      "entities": [
        "Meta",
        "Consumentenbond",
        "Ray-Ban Meta"
      ],
      "parties": [
        "meta",
        "consumentenbond",
        "ray-ban-meta"
      ],
      "sources": [
        {
          "url": "https://www.consumentenbond.nl/nieuws/2026/consumentenbond-eist-dat-meta-camerabril-aanpast",
          "outlet": "Consumentenbond",
          "published": "2026-09-29",
          "quote": "Doet het techbedrijf dat niet, dan start de Consumentenbond een rechtszaak."
        }
      ]
    },
    {
      "timeline": "meta-headsets-and-glasses",
      "id": 1706,
      "url": "https://whatledto.com/events/meta-headsets-and-glasses#n1706",
      "date": "2026-09-23",
      "date_precision": "day",
      "title": "Meta adds audio glasses and says the AI line will pass 100 styles",
      "summary": "Meta introduced a wider lineup of AI glasses across the Ray-Ban, Oakley and Meta Glasses brands, including its first audio glasses with open-ear audio in every pair, and said more than 100 styles of AI glasses would be available by the end of the year.",
      "type": "announcement",
      "entities": [
        "Meta",
        "Ray-Ban",
        "Oakley"
      ],
      "parties": [
        "meta",
        "ray-ban",
        "oakley"
      ],
      "sources": [
        {
          "url": "https://www.meta.com/blog/meta-connect-2026-everything-we-announced/",
          "outlet": "Meta Blog",
          "published": "2026-09-23",
          "quote": "That includes our first audio glasses, with powerful AI and open-ear audio built into every pair. By the end of this year there will be over 100 styles of AI glasses."
        }
      ]
    },
    {
      "timeline": "meta-headsets-and-glasses",
      "id": 1705,
      "url": "https://whatledto.com/events/meta-headsets-and-glasses#n1705",
      "date": "2026-09-23",
      "date_precision": "day",
      "title": "Connect 2026 debuts Meta VR Glasses, a headset the size of glasses",
      "summary": "Meta debuted Meta VR Glasses, describing it as a device as wearable as glasses that delivers an IMAX-grade cinema experience and full spatial computing with a personal AI agent. The debut put a glasses-form device alongside the Quest headsets the company had shipped for seven years.",
      "type": "announcement",
      "entities": [
        "Meta",
        "Meta VR Glasses"
      ],
      "parties": [
        "meta",
        "meta-vr-glasses"
      ],
      "sources": [
        {
          "url": "https://www.meta.com/blog/meta-connect-2026-everything-we-announced/",
          "outlet": "Meta Blog",
          "published": "2026-09-23",
          "quote": "Finally, we debuted Meta VR Glasses, a breakthrough device as wearable as glasses that delivers an IMAX-grade cinema experience and full spatial computing."
        }
      ]
    },
    {
      "timeline": "hyperscaler-custom-accelerators",
      "id": 1663,
      "url": "https://whatledto.com/events/hyperscaler-custom-accelerators#n1663",
      "date": "2026-09-15",
      "date_precision": "day",
      "title": "Meta targets MTIA 450 deployment in the first half of 2027",
      "summary": "Meta engineering vice president Song Ijun said MTIA 450, code-named Arke, was planned for introduction to data centers in the first half of 2027. The statement was reported as a Bloomberg interview conducted on September 15.",
      "type": "report",
      "entities": [
        "Meta",
        "Song Ijun",
        "MTIA 450",
        "Arke"
      ],
      "parties": [
        "meta",
        "song-ijun",
        "mtia-450",
        "arke"
      ],
      "sources": [
        {
          "url": "https://biz.chosun.com/en/en-it/2026/09/16/MGJXKYLFGZAIHONKCNQ65UOKNE/?outputType=amp",
          "outlet": "ChosunBiz, reporting a Bloomberg interview",
          "published": "2026-09-16",
          "quote": "Song Ijun, vice president of engineering overseeing Meta's in-house semiconductor project, said in a Bloomberg interview on the 15th (local time) that the third-generation AI chip \"MTIA 450\" (code name Arke) is planned for introduction to data centers in the first half of next year."
        }
      ]
    },
    {
      "timeline": "hyperscaler-custom-accelerators",
      "id": 885,
      "url": "https://whatledto.com/events/hyperscaler-custom-accelerators#n885",
      "date": "2026-09-02",
      "date_precision": "day",
      "title": "Broadcom Q3: AI revenue $16.7 billion, six XPU customers, Anthropic to be the largest in 2027 with 5 GW of TPU 8i",
      "summary": "Broadcom's AI semiconductor revenue more than tripled to $16.7 billion with custom accelerators 73 percent of it, and Hock Tan laid out the customer roadmap: multi-tens of billions of dollars of TPUs a year for Google, 1 GW of Ironwood for Anthropic in 2026 then 5 GW of TPU 8i in 2027 and 10 GW more in 2028, 1.3 GW of Jalapeño for OpenAI in 2027 with a second generation near tape-out and a third in development, and MTIA production shipments for Meta. Guidance: $21.7 billion of AI revenue in Q4, $58 billion for fiscal 2026 and about $115 billion in fiscal 2027.",
      "type": "financial",
      "entities": [
        "Broadcom",
        "Hock Tan",
        "Anthropic",
        "OpenAI",
        "Google",
        "Meta"
      ],
      "parties": [
        "broadcom",
        "hock-tan",
        "anthropic",
        "openai",
        "google",
        "meta"
      ],
      "sources": [
        {
          "url": "https://investors.broadcom.com/news-releases/news-release-details/broadcom-inc-announces-third-quarter-fiscal-year-2026-financial",
          "outlet": "Broadcom Inc. Investor Relations",
          "published": "2026-09-02",
          "quote": "Q3 AI semiconductor revenue of $16.7 billion grew 221% year-over-year, and 54% quarter-over-quarter,"
        },
        {
          "url": "https://www.fool.com/earnings/call-transcripts/2026/09/09/broadcom-avgo-q3-2026-earnings-call-transcript/",
          "outlet": "Broadcom Q3 FY2026 earnings call (Motley Fool transcript)",
          "published": "2026-09-02",
          "quote": "Our 6 XPU customers are accelerating the adoption of custom accelerators and AI semiconductor revenue more than tripled year-over-year to $16.7 billion."
        },
        {
          "url": "https://www.fool.com/earnings/call-transcripts/2026/09/09/broadcom-avgo-q3-2026-earnings-call-transcript/",
          "outlet": "Broadcom Q3 FY2026 earnings call (Motley Fool transcript)",
          "published": "2026-09-02",
          "quote": "We expect Anthropic to deploy another 5 gigawatts of TPU version 8i in 2027. And in 2028, we have clear line of sight to deliver another -- an incremental 10 gigawatts, even as we expect Google to grow for us. Anthropic is on track to become our largest XPU customer in 2027 and sustain that in 2028."
        },
        {
          "url": "https://www.cnbc.com/2026/09/02/broadcom-avgo-q3-earnings-report-2026.html",
          "outlet": "CNBC",
          "published": "2026-09-02",
          "quote": "CEO Hock Tan said on a conference call that Broadcom expects to speed up shipments of Google Ironwood tensor processing units to Anthropic and TPU 8i chips to Google. He said Broadcom will deliver tens of billions of dollars of processors to Google each year for the next several years."
        }
      ]
    },
    {
      "timeline": "hyperscaler-custom-accelerators",
      "id": 1658,
      "url": "https://whatledto.com/events/hyperscaler-custom-accelerators#n1658",
      "date": "2026-09-01",
      "date_precision": "day",
      "title": "Meta receives 12 new chip samples from TSMC",
      "summary": "Bloomberg reported that 12 units of Meta's new model arrived from TSMC on September 1. The report said their performance was within 2% to 3% of Meta's simulations.",
      "type": "shipment",
      "entities": [
        "Meta",
        "TSMC",
        "MTIA"
      ],
      "parties": [
        "meta",
        "tsmc",
        "mtia"
      ],
      "sources": [
        {
          "url": "https://www.yahoo.com/news/meta-desplegar%C3%A1-chip-ia-ahorrar-152723602.html",
          "outlet": "Bloomberg via Yahoo en Español",
          "published": "2026-09-15",
          "quote": "Doce unidades del nuevo modelo llegaron a Meta desde TSMC el 1 de septiembre y su rendimiento se encuentra entre 2% y 3% de lo que habían indicado las simulaciones de la compañía."
        }
      ]
    },
    {
      "timeline": "hyperscaler-custom-accelerators",
      "id": 884,
      "url": "https://whatledto.com/events/hyperscaler-custom-accelerators#n884",
      "date": "2026-08-24",
      "date_precision": "day",
      "title": "Hot Chips 2026: Meta and Microsoft open up MTIA 400 and Maia 200; AI accelerators become the biggest track",
      "summary": "Meta presented the MTIA 400 from its March roadmap and Microsoft gave its deepest account of Maia 200's architecture: 140 billion transistors, six HBM3E stacks and a 750 W envelope, a deliberately less aggressive design than its rivals'. ServeTheHome noted that AI accelerators had overtaken CPUs as the largest track at the conference, a measure of how much engineering the hyperscalers now put into their own silicon.",
      "type": "report",
      "entities": [
        "Meta",
        "Microsoft",
        "MTIA",
        "Maia 200"
      ],
      "parties": [
        "meta",
        "microsoft",
        "mtia",
        "maia-200"
      ],
      "sources": [
        {
          "url": "https://www.servethehome.com/microsofts-maia-200-accelerator-at-hot-chips-2026/",
          "outlet": "ServeTheHome",
          "published": "2026-08-24",
          "quote": "Though by no means a small chip at 140 billion transistors, Microsoft has paired the accelerator with just 6 stacks of HBM3e memory, and the total chip TDP is just 750 Watts."
        },
        {
          "url": "https://www.servethehome.com/metas-mtia-custom-ai-silicon-at-hot-chips-2026/",
          "outlet": "ServeTheHome",
          "published": "2026-08-24",
          "quote": "Once a part of the GPU track, AI accelerators have become the largest track at the show – overtaking CPUs – underscoring just how much in the way of engineering resources have been invested into the chips in order power several projects."
        }
      ]
    },
    {
      "timeline": "meta-headsets-and-glasses",
      "id": 1704,
      "url": "https://whatledto.com/events/meta-headsets-and-glasses#n1704",
      "date": "2026-07-29",
      "date_precision": "day",
      "title": "Reality Labs loses $4.62 billion in the second quarter of 2026",
      "summary": "Meta reported Reality Labs revenue of $431 million for the quarter and an operating loss of $4.62 billion, against a $4.53 billion loss in the same quarter a year earlier. The segment's operating loss for the first six months of 2026 reached $8.65 billion, narrower than the $8.74 billion it lost over the first half of 2025.",
      "type": "report",
      "entities": [
        "Meta",
        "Reality Labs"
      ],
      "parties": [
        "meta",
        "reality-labs"
      ],
      "sources": [
        {
          "url": "https://investor.atmeta.com/investor-news/press-release-details/2026/Meta-Reports-Second-Quarter-2026-Results/default.aspx",
          "outlet": "Meta Investor Relations",
          "published": "2026-07-29",
          "quote": "Meta Platforms, Inc. (Nasdaq: META) today reported financial results for the quarter ended June 30, 2026."
        }
      ]
    },
    {
      "timeline": "meta-headsets-and-glasses",
      "id": 1703,
      "url": "https://whatledto.com/events/meta-headsets-and-glasses#n1703",
      "date": "2026-07-29",
      "date_precision": "day",
      "title": "Meta reports second-quarter 2026 Reality Labs results",
      "summary": "Reality Labs generated $431 million of revenue and a $4.619 billion operating loss in the second quarter of 2026. First-half 2026 revenue was $833 million and the first-half operating loss was $8.647 billion.",
      "type": "financial",
      "entities": [
        "Meta",
        "Reality Labs"
      ],
      "parties": [
        "meta",
        "reality-labs"
      ],
      "sources": [
        {
          "url": "https://investor.atmeta.com/investor-news/press-release-details/2026/Meta-Reports-Second-Quarter-2026-Results/",
          "outlet": "Meta",
          "published": "2026-07-29",
          "quote": "Meta Platforms, Inc. (Nasdaq: META) today reported financial results for the quarter ended June 30, 2026."
        }
      ]
    },
    {
      "timeline": "amd-instinct-ai-gpus",
      "id": 133,
      "url": "https://whatledto.com/events/amd-instinct-ai-gpus#n133",
      "date": "2026-07-23",
      "date_precision": "day",
      "title": "AMD says Meta is validating workloads on Helios racks",
      "summary": "AMD said Meta had begun testing and validating workloads on AMD Helios racks. AMD also said Meta was validating sixth-generation EPYC CPU platforms in its labs.",
      "type": "announcement",
      "entities": [
        "AMD",
        "Meta",
        "AMD Helios",
        "AMD EPYC"
      ],
      "parties": [
        "amd",
        "meta",
        "amd-helios",
        "amd-epyc"
      ],
      "sources": [
        {
          "url": "https://ir.amd.com/news-events/press-releases/detail/1294/aai-2026-amd-delivers-full-stack-compute-for-the-agentic-ai-era",
          "outlet": "AMD",
          "published": "2026-07-23",
          "quote": "Meta is now validating 6th Gen EPYC CPU platforms in its labs and has begun testing and validating workloads on AMD Helios racks as they prepare to deploy at scale."
        }
      ]
    },
    {
      "timeline": "amd-instinct-ai-gpus",
      "id": 110,
      "url": "https://whatledto.com/events/amd-instinct-ai-gpus#n110",
      "date": "2026-07-23",
      "date_precision": "day",
      "title": "MI400 series launched at Advancing AI 2026; Helios customers named",
      "summary": "AMD launched the Instinct MI400 series, with the MI455X in Helios racks for frontier AI and the MI430X for\nsovereign AI and HPC, and named OpenAI, Anthropic, Meta, Microsoft, Oracle, HUMAIN, Tensorwave, Vultr and\nCirrascale among the organisations choosing Helios.",
      "type": "launch",
      "entities": [
        "AMD",
        "Lisa Su",
        "AMD Instinct MI400 series and MI450 GPUs",
        "Helios",
        "OpenAI",
        "Meta",
        "Microsoft",
        "Oracle"
      ],
      "parties": [
        "amd",
        "lisa-su",
        "amd-instinct-mi400-series-and-mi450-gpus",
        "helios",
        "openai",
        "meta",
        "microsoft",
        "oracle"
      ],
      "sources": [
        {
          "url": "https://ir.amd.com/news-events/press-releases/detail/1294/aai-2026-amd-delivers-full-stack-compute-for-the-agentic-ai-era",
          "outlet": "AMD Investor Relations",
          "published": "2026-07-23",
          "quote": "Leading AI labs and cloud providers are choosing AMD Helios for its open, full-stack performance."
        }
      ]
    },
    {
      "timeline": "meta-headsets-and-glasses",
      "id": 1710,
      "url": "https://whatledto.com/events/meta-headsets-and-glasses#n1710",
      "date": "2026-06-23",
      "date_precision": "day",
      "title": "Meta Glasses arrive as a $299 line under Meta's own brand",
      "summary": "Meta and EssilorLuxottica introduced Meta Glasses, a line carrying Meta's own name rather than Ray-Ban's or Oakley's, starting at $299 and compatible with prescription lenses. The launch included a collection designed with Kylie Jenner, her first wearable-technology venture.",
      "type": "announcement",
      "entities": [
        "Meta",
        "EssilorLuxottica"
      ],
      "parties": [
        "meta",
        "essilorluxottica"
      ],
      "sources": [
        {
          "url": "https://www.meta.com/blog/introducing-meta-glasses-a-range-of-new-styles-from-meta-and-essilorluxottica-starting-at-299/",
          "outlet": "Meta Blog",
          "published": "2026-06-23",
          "quote": "Building on all the technology and features of the world's best-selling AI glasses, this new line features bold and timeless shapes, rich colors, and premium materials, all consciously crafted and starting at just $299."
        }
      ]
    },
    {
      "timeline": "meta-headsets-and-glasses",
      "id": 1709,
      "url": "https://whatledto.com/events/meta-headsets-and-glasses#n1709",
      "date": "2026-05-21",
      "date_precision": "day",
      "title": "Ray-Ban Meta and Oakley Meta go on sale in Japan",
      "summary": "Meta and EssilorLuxottica put the second-generation Ray-Ban Meta and the Oakley Meta HSTN and Vanguard styles on sale in Japan. Meta described Ray-Ban Meta as the best-selling AI glasses in the world, with millions sold, which is one of the few sales statements the company makes about the line at all.",
      "type": "announcement",
      "entities": [
        "Meta",
        "EssilorLuxottica",
        "Ray-Ban",
        "Oakley"
      ],
      "parties": [
        "meta",
        "essilorluxottica",
        "ray-ban",
        "oakley"
      ],
      "sources": [
        {
          "url": "https://about.fb.com/news/2026/05/ray-ban-meta-ai-glasses-launch-in-japan/",
          "outlet": "Meta Newsroom",
          "published": "2026-05-21",
          "quote": "Ray-Ban Meta - the #1 AI glasses in the world, with millions sold, is now available in Japan."
        }
      ]
    },
    {
      "timeline": "meta-headsets-and-glasses",
      "id": 1702,
      "url": "https://whatledto.com/events/meta-headsets-and-glasses#n1702",
      "date": "2026-04-29",
      "date_precision": "day",
      "title": "Meta reports first-quarter 2026 Reality Labs results",
      "summary": "Reality Labs generated $402 million of revenue and a $4.028 billion operating loss in the first quarter of 2026. The results covered the three months ended March 31, 2026.",
      "type": "financial",
      "entities": [
        "Meta",
        "Reality Labs"
      ],
      "parties": [
        "meta",
        "reality-labs"
      ],
      "sources": [
        {
          "url": "https://investor.atmeta.com/investor-news/press-release-details/2026/Meta-Reports-First-Quarter-2026-Results/",
          "outlet": "Meta",
          "published": "2026-04-29",
          "quote": "Meta Platforms, Inc. (Nasdaq: META) today reported financial results for the quarter ended March 31, 2026."
        }
      ]
    },
    {
      "timeline": "us-layoffs-register-2025-2026",
      "id": 466,
      "url": "https://whatledto.com/events/us-layoffs-register-2025-2026#n466",
      "date": "2026-04-23",
      "date_precision": "day",
      "title": "Meta: 10% of the workforce, about 8,000 people, effective May 20",
      "summary": "Meta announced a companywide restructuring that would remove roughly 8,000 of 78,865 employees on May 20, after smaller cuts of 1,000 to 1,500 in Reality Labs in January and 700 in March, with thousands more redirected into new AI teams as capital spending on AI rose; reports of a 20 percent reduction were called speculative by the company.",
      "type": "announcement",
      "entities": [
        "Meta",
        "Mark Zuckerberg"
      ],
      "parties": [
        "meta",
        "mark-zuckerberg"
      ],
      "sources": [
        {
          "url": "https://www.cnn.com/2026/04/23/tech/meta-layoffs-10-percent-staff-ai",
          "outlet": "CNN Business",
          "published": "2026-04-23",
          "quote": "Meta said on Thursday it plans to lay off roughly 10% of its workforce, or about 8,000 people, the latest in a string of tech industry layoffs fueled in part by artificial intelligence."
        }
      ]
    },
    {
      "timeline": "hyperscaler-custom-accelerators",
      "id": 878,
      "url": "https://whatledto.com/events/hyperscaler-custom-accelerators#n878",
      "date": "2026-04-14",
      "date_precision": "day",
      "title": "Meta commits to a gigawatt of MTIA with Broadcom through 2029; Hock Tan leaves Meta's board",
      "summary": "Meta extended its Broadcom partnership through 2029 with an initial 1 GW deployment of MTIA and multiple gigawatts to follow, on what Broadcom said would be the first 2nm AI silicon. The same day Meta disclosed that Broadcom's CEO would not stand for re-election to its board after two years, moving to an advisory role on the chip program. Tan had told analysts in March that the MTIA roadmap was 'alive and well'.",
      "type": "announcement",
      "entities": [
        "Meta",
        "Broadcom",
        "Hock Tan",
        "Mark Zuckerberg",
        "MTIA"
      ],
      "parties": [
        "meta",
        "broadcom",
        "hock-tan",
        "mark-zuckerberg",
        "mtia"
      ],
      "sources": [
        {
          "url": "https://www.cnbc.com/2026/04/14/meta-commits-to-one-gigawatt-of-custom-chips-with-broadcom-as-hock-tan-agrees-to-leave-board.html",
          "outlet": "CNBC",
          "published": "2026-04-14",
          "quote": "Meta and Broadcom on Tuesday announced a sweeping deal that extends an existing partnership between the two companies for the design of Meta's custom in-house AI accelerators through 2029. At the same time, Meta said Broadcom's CEO, Hock Tan, told Meta last week that he has decided not to stand for reelection to Meta's board, according to a filing."
        },
        {
          "url": "https://www.cnbc.com/2026/04/14/meta-commits-to-one-gigawatt-of-custom-chips-with-broadcom-as-hock-tan-agrees-to-leave-board.html",
          "outlet": "CNBC",
          "published": "2026-04-14",
          "quote": "Meta has committed to an initial deployment of 1 gigawatt of its Training and Inference Accelerators according to a statement. The deal will eventually see Meta deploying multiple gigawatts of chips based on Broadcom technology. The MTIA chips will be the first AI silicon to use a 2 nanometer process, Broadcom said in its own statement."
        },
        {
          "url": "https://about.fb.com/news/2026/04/meta-partners-with-broadcom-to-co-develop-custom-ai-silicon/",
          "outlet": "Meta Newsroom",
          "published": "2026-04-14",
          "quote": "The agreement includes a commitment that exceeds 1GW, which is the first phase of a sustained, multi-gigawatt rollout, reinforcing a shared roadmap to co-design and scale the hardware required to bring personal superintelligence to billions of people globally."
        }
      ]
    },
    {
      "timeline": "meta-headsets-and-glasses",
      "id": 1701,
      "url": "https://whatledto.com/events/meta-headsets-and-glasses#n1701",
      "date": "2026-03-31",
      "date_precision": "day",
      "title": "Meta and EssilorLuxottica introduce Ray-Ban Meta Optics styles",
      "summary": "Meta and EssilorLuxottica introduced Ray-Ban Meta Blayzer Optics (Gen 2) and Scriber Optics (Gen 2), starting at $499. US preorders opened on March 31, with sales by optical retailers scheduled to begin April 14.",
      "type": "announcement",
      "entities": [
        "Meta",
        "EssilorLuxottica",
        "Ray-Ban",
        "Ray-Ban Meta Blayzer Optics",
        "Ray-Ban Meta Scriber Optics"
      ],
      "parties": [
        "meta",
        "essilorluxottica",
        "ray-ban",
        "ray-ban-meta-blayzer-optics",
        "ray-ban-meta-scriber-optics"
      ],
      "sources": [
        {
          "url": "https://about.fb.com/news/2026/03/meta-ai-glasses-built-for-prescriptions/",
          "outlet": "Meta",
          "published": "2026-03-31",
          "quote": "These new styles are available for pre-order, starting at $499, in the US beginning today on Meta.com and Ray-Ban.com."
        },
        {
          "url": "https://www.essilorluxottica.com/en/newsroom/press-releases/essilorluxottica-and-meta-expand-ai-glasses-portfolio/",
          "outlet": "EssilorLuxottica",
          "published": "2026-03-31",
          "quote": "The Ray-Ban Meta collection, including Ray-Ban Meta Blayzer Optics and Scriber Optics models, will be available for pre-order exclusively in the U.S. starting March 31st by clicking here."
        }
      ]
    },
    {
      "timeline": "hyperscaler-custom-accelerators",
      "id": 876,
      "url": "https://whatledto.com/events/hyperscaler-custom-accelerators#n876",
      "date": "2026-03-11",
      "date_precision": "day",
      "title": "Meta lays out four MTIA generations in two years: 300, 400, 450 and 500, on a six-month cadence",
      "summary": "Meta said it had deployed hundreds of thousands of MTIA chips, renamed the first two parts MTIA 100 and 200, and published a roadmap of four more generations through 2027 that widens the chips from recommendation inference to recommendation training and generative-AI inference, built with Broadcom on modular chiplets. The post committed Meta to iterating silicon at a consumer-hardware pace.",
      "type": "announcement",
      "entities": [
        "Meta",
        "MTIA",
        "Broadcom"
      ],
      "parties": [
        "meta",
        "mtia",
        "broadcom"
      ],
      "sources": [
        {
          "url": "https://ai.meta.com/blog/meta-mtia-scale-ai-chips-for-billions/",
          "outlet": "Meta AI Blog",
          "published": "2026-03-11",
          "quote": "Since introducing MTIA 100 and 200, we have accelerated MTIA development across four successive generations: MTIA 300, 400, 450, and 500. These new chips have either already been deployed or are scheduled for deployment in 2026 or 2027, expanding workload coverage from ranking and recommendation (R&R) inference to R&R training, general GenAI workloads, and GenAI inference with targeted optimizations."
        },
        {
          "url": "https://ai.meta.com/blog/meta-mtia-scale-ai-chips-for-billions/",
          "outlet": "Meta AI Blog",
          "published": "2026-03-11",
          "quote": "More importantly, we have deployed hundreds of thousands of MTIA chips in production, onboarded numerous internal production models, and tested MTIA with large language models (LLMs) like Llama."
        }
      ]
    },
    {
      "timeline": "hyperscaler-custom-accelerators",
      "id": 875,
      "url": "https://whatledto.com/events/hyperscaler-custom-accelerators#n875",
      "date": "2026-02-26",
      "date_precision": "day",
      "title": "Meta signs a multibillion-dollar deal to rent Google Cloud TPUs for its next models",
      "summary": "Three months after the first report, The Information said Meta had agreed to a multibillion-dollar deal to rent TPUs from Google Cloud to train and run its next-generation models, alongside multibillion-dollar purchases of Nvidia's Vera Rubin and AMD's MI400 GPUs announced the same month. Meta was buying from every accelerator vendor at once while its own MTIA program continued.",
      "type": "report",
      "entities": [
        "Meta",
        "Google"
      ],
      "parties": [
        "meta",
        "google"
      ],
      "sources": [
        {
          "url": "https://siliconangle.com/2026/02/26/google-meta-reportedly-strike-new-multibillion-dollar-ai-chip-deal/",
          "outlet": "SiliconANGLE",
          "published": "2026-02-26",
          "quote": "Meta Platforms Inc. has reportedly agreed to a multibillion-dollar deal to rent Google Cloud’s custom artificial intelligence chips, according to a report in The Information today. The report cited anonymous sources as saying that the chips, known as tensor processing units, will be used by Meta to train and run its next-generation large language models."
        }
      ]
    },
    {
      "timeline": "amd-instinct-ai-gpus",
      "id": 108,
      "url": "https://whatledto.com/events/amd-instinct-ai-gpus#n108",
      "date": "2026-02-24",
      "date_precision": "day",
      "title": "Meta signs for up to 6 gigawatts of AMD GPUs with a custom MI450-based part and a matching warrant",
      "summary": "AMD and Meta agreed a multi-year, multi-generation partnership to deploy up to 6 gigawatts of Instinct\nGPUs. Shipments for the first gigawatt were expected to begin in the second half of 2026 using a custom\nGPU based on the MI450 architecture, and AMD issued Meta a performance-based warrant for up to 160\nmillion shares.",
      "type": "announcement",
      "entities": [
        "AMD",
        "Meta",
        "Lisa Su",
        "Instinct MI450"
      ],
      "parties": [
        "amd",
        "meta",
        "lisa-su",
        "instinct-mi450"
      ],
      "sources": [
        {
          "url": "https://ir.amd.com/news-events/press-releases/detail/1279/amd-and-meta-announce-expanded-strategic-partnership-to-deploy-6-gigawatts-of-amd-gpus",
          "outlet": "AMD Investor Relations",
          "published": "2026-02-24",
          "quote": "AMD has issued Meta a performance-based warrant for up to 160 million shares of AMD common stock, structured to vest as specific milestones associated with Instinct GPU shipments are achieved."
        },
        {
          "url": "https://ir.amd.com/financial-information/sec-filings/content/0000002488-26-000045/0000002488-26-000045.pdf",
          "outlet": "AMD Form 8-K",
          "published": "2026-02-24",
          "quote": "On February 23, 2026, in connection with a strategic arrangement between Advanced Micro Devices, Inc. (“AMD”) and Meta Platforms, Inc. (“Meta”) governing the purchase of AMD Instinct™ GPU products by Meta, AMD issued to Meta a performance-based warrant (the “Warrant”) to purchase up to an aggregate of 160 million shares of common stock of AMD (the “Warrant Shares”) at an exercise price of $0.01 per share."
        }
      ]
    },
    {
      "timeline": "meta-headsets-and-glasses",
      "id": 1700,
      "url": "https://whatledto.com/events/meta-headsets-and-glasses#n1700",
      "date": "2026-01-28",
      "date_precision": "day",
      "title": "Meta reports 2025 Reality Labs revenue and operating loss",
      "summary": "Reality Labs generated $955 million of revenue and a $6.021 billion operating loss in the fourth quarter of 2025. For full-year 2025, it reported $2.207 billion in revenue and a $19.193 billion operating loss.",
      "type": "financial",
      "entities": [
        "Meta",
        "Reality Labs"
      ],
      "parties": [
        "meta",
        "reality-labs"
      ],
      "sources": [
        {
          "url": "https://investor.atmeta.com/investor-news/press-release-details/2026/Meta-Reports-Fourth-Quarter-and-Full-Year-2025-Results/",
          "outlet": "Meta",
          "published": "2026-01-28",
          "quote": "Meta Platforms, Inc. (Nasdaq: META) today reported financial results for the quarter and full year ended December 31, 2025."
        }
      ]
    },
    {
      "timeline": "meta-headsets-and-glasses",
      "id": 1699,
      "url": "https://whatledto.com/events/meta-headsets-and-glasses#n1699",
      "date": "2025-12-16",
      "date_precision": "day",
      "title": "Meta rolls out Conversation Focus to Early Access users",
      "summary": "Meta began rolling out Conversation Focus to Early Access users of Ray-Ban Meta and Oakley Meta HSTN glasses in the United States and Canada. The feature lets users hear others more easily in noisy environments.",
      "type": "launch",
      "entities": [
        "Meta",
        "Ray-Ban Meta",
        "Oakley Meta HSTN",
        "Spotify",
        "Meta AI"
      ],
      "parties": [
        "meta",
        "ray-ban-meta",
        "oakley-meta-hstn",
        "spotify",
        "meta-ai"
      ],
      "sources": [
        {
          "url": "https://about.fb.com/news/2025/12/updates-to-meta-ai-glasses-conversation-focus-spotify-integration/",
          "outlet": "Meta",
          "published": "2025-12-16",
          "quote": "We announced conversation focus at Connect earlier this year, which lets people hear others more easily in noisy environments, and today we’re rolling it out to those in our Early Access Program for Ray-Ban Meta and Oakley Meta HSTN in the US and Canada."
        }
      ]
    },
    {
      "timeline": "oracle-ai-cloud",
      "id": 1733,
      "url": "https://whatledto.com/events/oracle-ai-cloud#n1733",
      "date": "2025-12-10",
      "date_precision": "day",
      "title": "Oracle reports $523 billion in remaining performance obligations",
      "summary": "Oracle reported that remaining performance obligations increased by $68 billion in the second quarter to $523 billion. It said the increase included new commitments from Meta, NVIDIA, and others.",
      "type": "announcement",
      "entities": [
        "Oracle",
        "Meta",
        "Nvidia"
      ],
      "parties": [
        "oracle",
        "meta",
        "nvidia"
      ],
      "sources": [
        {
          "url": "https://www.oracle.com/europe/news/announcement/q2fy26-earnings-release-2025-12-10/",
          "outlet": "Oracle",
          "published": "2025-12-10",
          "quote": "“Remaining Performance Obligations increased by $68 billion in Q2—up 15% sequentially to $523 billion—highlighted by new commitments from Meta, NVIDIA, and others.”"
        }
      ]
    },
    {
      "timeline": "apple-ceo-succession",
      "id": 242,
      "url": "https://whatledto.com/events/apple-ceo-succession#n242",
      "date": "2025-12-03",
      "date_precision": "day",
      "title": "Apple plans to replace Alan Dye with Stephen Lemay",
      "summary": "MacRumors reported that Apple planned to replace Alan Dye with Stephen Lemay. Lemay had been an Apple designer for more than 25 years.",
      "type": "announcement",
      "entities": [
        "Apple",
        "Alan Dye",
        "Stephen Lemay",
        "Tim Cook",
        "Meta"
      ],
      "parties": [
        "apple",
        "alan-dye",
        "stephen-lemay",
        "tim-cook",
        "meta"
      ],
      "sources": [
        {
          "url": "https://www.macrumors.com/2025/12/03/apple-alan-dye-joining-meta/",
          "outlet": "MacRumors",
          "published": "2025-12-03",
          "quote": "Apple plans to replace Dye with Stephen Lemay, a longtime Apple designer who joined the company over 25 years ago."
        }
      ]
    },
    {
      "timeline": "hyperscaler-custom-accelerators",
      "id": 872,
      "url": "https://whatledto.com/events/hyperscaler-custom-accelerators#n872",
      "date": "2025-11-25",
      "date_precision": "day",
      "title": "Meta in talks to put Google TPUs in its data centers from 2027; Nvidia falls 4 percent",
      "summary": "The Information reported that Meta was negotiating to deploy TPUs in its own data centers in 2027 and to rent them from Google Cloud in 2026, and that Google was now promoting TPUs for installation in customers' facilities rather than only in its cloud. Alphabet rose 4 percent and Nvidia fell as much as 7 percent on the report; a Google spokesperson said demand for both TPUs and Nvidia GPUs was accelerating.",
      "type": "report",
      "entities": [
        "Meta",
        "Google",
        "Nvidia"
      ],
      "parties": [
        "meta",
        "google",
        "nvidia"
      ],
      "sources": [
        {
          "url": "https://www.cnbc.com/2025/11/25/nvidia-shares-today-google-meta-ai-chip-report.html",
          "outlet": "CNBC",
          "published": "2025-11-25",
          "quote": "On Monday, The Information reported that Meta is considering using Google's tensor processing units, or TPUs, in its data centers in 2027. Meta may also rent TPUs from Google's cloud unit next year, the publication reported."
        },
        {
          "url": "https://www.trendforce.com/news/2025/11/25/news-meta-reportedly-weighs-google-tpu-deployment-in-2027-boosting-broadcom-taiwans-guc/",
          "outlet": "TrendForce",
          "published": "2025-11-25",
          "quote": "For years, Google limited its TPUs to its own cloud, offering them solely as rented compute for large-scale AI workloads. ButInvesting.com, citing The Information, notes that Google is now promoting the chips for installation directly inside customers’ data centers—a significant strategic shift that intensifies its competition with NVIDIA. Investing.com also reports that Google Cloud executives view broader TPU adoption as a route to capturing up to 10% of NVIDIA’s annual revenue, representing a multibillion-dollar opportunity."
        }
      ]
    },
    {
      "timeline": "meta-headsets-and-glasses",
      "id": 1698,
      "url": "https://whatledto.com/events/meta-headsets-and-glasses#n1698",
      "date": "2025-10-29",
      "date_precision": "day",
      "title": "Meta reports third-quarter 2025 Reality Labs results",
      "summary": "Reality Labs generated $470 million of revenue and a $4.432 billion operating loss in the third quarter of 2025. Meta said retailers' procurement of Quest headsets for the holiday season was recorded as third-quarter Reality Labs revenue.",
      "type": "financial",
      "entities": [
        "Meta",
        "Reality Labs",
        "Meta Quest",
        "Meta Quest 3S"
      ],
      "parties": [
        "meta",
        "reality-labs",
        "meta-quest",
        "meta-quest-3s"
      ],
      "sources": [
        {
          "url": "https://investor.atmeta.com/investor-news/press-release-details/2025/Meta-Reports-Third-Quarter-2025-Results/",
          "outlet": "Meta",
          "published": "2025-10-29",
          "quote": "The anticipated reduction in Reality Labs revenue is due to us lapping the introduction of Quest 3S in the fourth quarter of last year as well as retail partners procuring Quest headsets during the third quarter of this year to prepare for the holiday season, which were recorded as revenue in the third quarter."
        }
      ]
    },
    {
      "timeline": "meta-headsets-and-glasses",
      "id": 1697,
      "url": "https://whatledto.com/events/meta-headsets-and-glasses#n1697",
      "date": "2025-09-30",
      "date_precision": "day",
      "title": "Meta Ray-Ban Display becomes available in select US stores",
      "summary": "Meta Ray-Ban Display became available for purchase at select US retailers. The glasses were sold with the Meta Neural Band and had a starting price of $799.",
      "type": "launch",
      "entities": [
        "Meta",
        "Ray-Ban",
        "Meta Ray-Ban Display",
        "Meta Neural Band"
      ],
      "parties": [
        "meta",
        "ray-ban",
        "meta-ray-ban-display",
        "meta-neural-band"
      ],
      "sources": [
        {
          "url": "https://about.fb.com/news/2025/09/meta-ray-ban-display-ai-glasses-emg-wristband/",
          "outlet": "Meta",
          "published": "2025-09-30",
          "quote": "Meta Ray-Ban Display glasses are now available for purchase."
        }
      ]
    },
    {
      "timeline": "meta-headsets-and-glasses",
      "id": 1696,
      "url": "https://whatledto.com/events/meta-headsets-and-glasses#n1696",
      "date": "2025-09-17",
      "date_precision": "day",
      "title": "Meta announces Oakley Meta Vanguard glasses",
      "summary": "Meta announced Oakley Meta Vanguard performance AI glasses at $499 and opened online preorders. Meta set October 21, 2025 as the planned launch date.",
      "type": "announcement",
      "entities": [
        "Meta",
        "Oakley",
        "EssilorLuxottica",
        "Oakley Meta Vanguard",
        "Garmin",
        "Strava"
      ],
      "parties": [
        "meta",
        "oakley",
        "essilorluxottica",
        "oakley-meta-vanguard",
        "garmin",
        "strava"
      ],
      "sources": [
        {
          "url": "https://about.fb.com/news/2025/09/oakley-meta-vanguard-performance-ai-glasses-sports/",
          "outlet": "Meta",
          "published": "2025-09-17",
          "quote": "Pre-order yours now online at meta.com or oakley.com for $499 USD ahead of the October 21 launch."
        }
      ]
    },
    {
      "timeline": "meta-headsets-and-glasses",
      "id": 1695,
      "url": "https://whatledto.com/events/meta-headsets-and-glasses#n1695",
      "date": "2025-09-17",
      "date_precision": "day",
      "title": "Meta unveils Meta Ray-Ban Display and Meta Neural Band",
      "summary": "Meta unveiled Meta Ray-Ban Display, display-equipped AI glasses bundled with the Meta Neural Band for $799. Meta scheduled limited US brick-and-mortar availability for September 30.",
      "type": "announcement",
      "entities": [
        "Meta",
        "Ray-Ban",
        "Meta Ray-Ban Display",
        "Meta Neural Band"
      ],
      "parties": [
        "meta",
        "ray-ban",
        "meta-ray-ban-display",
        "meta-neural-band"
      ],
      "sources": [
        {
          "url": "https://about.fb.com/news/2025/09/meta-ray-ban-display-ai-glasses-emg-wristband/",
          "outlet": "Meta",
          "published": "2025-09-17",
          "quote": "Today at Connect, Mark Zuckerberg unveiled the next evolution in AI glasses: Meta Ray-Ban Display and Meta Neural Band."
        }
      ]
    },
    {
      "timeline": "meta-headsets-and-glasses",
      "id": 1694,
      "url": "https://whatledto.com/events/meta-headsets-and-glasses#n1694",
      "date": "2025-09-17",
      "date_precision": "day",
      "title": "Meta introduces Ray-Ban Meta Gen 2 glasses",
      "summary": "Meta introduced Ray-Ban Meta glasses (Gen 2), available immediately from $379 in most existing Ray-Ban Meta markets. Meta said the glasses offered up to eight hours of typical-use battery life and 3K Ultra HD video capture.",
      "type": "launch",
      "entities": [
        "Meta",
        "Ray-Ban",
        "Ray-Ban Meta"
      ],
      "parties": [
        "meta",
        "ray-ban",
        "ray-ban-meta"
      ],
      "sources": [
        {
          "url": "https://about.fb.com/news/2025/09/ray-ban-meta-gen-2-better-battery-life-video-capture/",
          "outlet": "Meta",
          "published": "2025-09-17",
          "quote": "Learn more about Ray-Ban Meta glasses (Gen 2) and get yours today, starting at $379 USD."
        }
      ]
    },
    {
      "timeline": "meta-headsets-and-glasses",
      "id": 1693,
      "url": "https://whatledto.com/events/meta-headsets-and-glasses#n1693",
      "date": "2025-07-30",
      "date_precision": "day",
      "title": "Meta reports second-quarter 2025 Reality Labs results",
      "summary": "Reality Labs generated $370 million of revenue and a $4.530 billion operating loss in the second quarter of 2025. Its first-half revenue totaled $782 million and its first-half operating loss totaled $8.739 billion.",
      "type": "financial",
      "entities": [
        "Meta",
        "Reality Labs"
      ],
      "parties": [
        "meta",
        "reality-labs"
      ],
      "sources": [
        {
          "url": "https://investor.atmeta.com/investor-news/press-release-details/2025/Meta-Reports-Second-Quarter-2025-Results/",
          "outlet": "Meta",
          "published": "2025-07-30",
          "quote": "Meta Platforms, Inc. (Nasdaq: META) today reported financial results for the quarter ended June 30, 2025."
        }
      ]
    },
    {
      "timeline": "meta-headsets-and-glasses",
      "id": 1688,
      "url": "https://whatledto.com/events/meta-headsets-and-glasses#n1688",
      "date": "2025-06-20",
      "date_precision": "day",
      "title": "Meta says Ray-Ban Meta glasses have sold millions of units",
      "summary": "Meta stated that Ray-Ban Meta glasses had sold millions of units since launch. Meta did not provide a precise unit figure in the cited statement.",
      "type": "report",
      "entities": [
        "Meta",
        "Ray-Ban Meta"
      ],
      "parties": [
        "meta",
        "ray-ban-meta"
      ],
      "sources": [
        {
          "url": "https://about.fb.com/news/2025/06/introducing-oakley-meta-glasses-a-new-category-of-performance-ai-glasses/",
          "outlet": "Meta Newsroom",
          "published": "2025-06-20",
          "quote": "We’re proud to lead the market with Ray-Ban Meta glasses, which have sold millions of units since launch."
        }
      ]
    },
    {
      "timeline": "meta-headsets-and-glasses",
      "id": 1687,
      "url": "https://whatledto.com/events/meta-headsets-and-glasses#n1687",
      "date": "2025-06-20",
      "date_precision": "day",
      "title": "Meta announces Oakley Meta HSTN AI glasses",
      "summary": "Meta announced Oakley Meta HSTN under its EssilorLuxottica partnership. Meta said the limited-edition model would be available for preorder from July 11 for $499, while the rest of the collection would start at $399 later in the summer.",
      "type": "announcement",
      "entities": [
        "Meta",
        "EssilorLuxottica",
        "Oakley",
        "Oakley Meta HSTN"
      ],
      "parties": [
        "meta",
        "essilorluxottica",
        "oakley",
        "oakley-meta-hstn"
      ],
      "sources": [
        {
          "url": "https://about.fb.com/news/2025/06/introducing-oakley-meta-glasses-a-new-category-of-performance-ai-glasses/",
          "outlet": "Meta Newsroom",
          "published": "2025-06-20",
          "quote": "The Limited-Edition Oakley Meta HSTN will be available for preorder starting July 11 for $499 USD, with the rest of the collection starting at $399 USD dropping later this summer."
        }
      ]
    },
    {
      "timeline": "amd-instinct-ai-gpus",
      "id": 117,
      "url": "https://whatledto.com/events/amd-instinct-ai-gpus#n117",
      "date": "2025-06-12",
      "date_precision": "day",
      "title": "Meta says MI300X is broadly deployed for Llama inference",
      "summary": "AMD reported that Meta detailed broad MI300X deployment for Llama 3 and Llama 4 inference. The statement concerned AMD Instinct MI300X deployments.",
      "type": "announcement",
      "entities": [
        "AMD",
        "Meta",
        "AMD Instinct MI300X",
        "Llama 3",
        "Llama 4"
      ],
      "parties": [
        "amd",
        "meta",
        "amd-instinct-mi300x",
        "llama-3",
        "llama-4"
      ],
      "sources": [
        {
          "url": "https://ir.amd.com/news-events/press-releases/detail/1255/amd-unveils-vision-for-an-open-ai-ecosystem-detailing-new-silicon-software-and-systems-at-advancing-ai-2025",
          "outlet": "AMD",
          "published": "2025-06-12",
          "quote": "Meta detailed how Instinct MI300X is broadly deployed for Llama 3 and Llama 4 inference."
        }
      ]
    },
    {
      "timeline": "meta-headsets-and-glasses",
      "id": 1692,
      "url": "https://whatledto.com/events/meta-headsets-and-glasses#n1692",
      "date": "2025-04-30",
      "date_precision": "day",
      "title": "Meta reports first-quarter 2025 Reality Labs results",
      "summary": "Reality Labs generated $412 million of revenue and a $4.210 billion operating loss in the first quarter of 2025. The results covered the three months ended March 31, 2025.",
      "type": "financial",
      "entities": [
        "Meta",
        "Reality Labs"
      ],
      "parties": [
        "meta",
        "reality-labs"
      ],
      "sources": [
        {
          "url": "https://investor.atmeta.com/investor-news/press-release-details/2025/Meta-Reports-First-Quarter-2025-Results/",
          "outlet": "Meta",
          "published": "2025-04-30",
          "quote": "Meta Platforms, Inc. (Nasdaq: META) today reported financial results for the quarter ended March 31, 2025."
        }
      ]
    },
    {
      "timeline": "meta-headsets-and-glasses",
      "id": 1691,
      "url": "https://whatledto.com/events/meta-headsets-and-glasses#n1691",
      "date": "2025-04-29",
      "date_precision": "day",
      "title": "Meta AI app becomes companion app for Meta AI glasses",
      "summary": "Meta merged the Meta AI app with the Meta View companion app for Ray-Ban Meta glasses. Users in some countries could switch from interacting with Meta AI on glasses to the app.",
      "type": "launch",
      "entities": [
        "Meta",
        "Meta AI",
        "Meta View",
        "Ray-Ban Meta"
      ],
      "parties": [
        "meta",
        "meta-ai",
        "meta-view",
        "ray-ban-meta"
      ],
      "sources": [
        {
          "url": "https://about.fb.com/news/2025/04/introducing-meta-ai-app-new-way-access-ai-assistant/",
          "outlet": "Meta",
          "published": "2025-04-29",
          "quote": "To integrate all our most powerful AI experiences, we’re merging the new Meta AI app with the Meta View companion app for Ray-Ban Meta glasses, and in some countries you’ll be able to switch from interacting with Meta AI on your glasses to the app."
        }
      ]
    },
    {
      "timeline": "hyperscaler-custom-accelerators",
      "id": 889,
      "url": "https://whatledto.com/events/hyperscaler-custom-accelerators#n889",
      "date": "2025-03-11",
      "date_precision": "day",
      "title": "Reuters: Meta is testing its first in-house training chip, a step beyond MTIA's inference role",
      "summary": "Reuters, via TechCrunch, reported that Meta was testing an in-house chip for training AI systems as part of its strategy to reduce reliance on Nvidia and other hardware makers. It was the first sign that MTIA would move from recommendation inference into training, which Meta confirmed a year later with the MTIA 300 to 500 roadmap.",
      "type": "report",
      "entities": [
        "Meta",
        "Nvidia"
      ],
      "parties": [
        "meta",
        "nvidia"
      ],
      "sources": [
        {
          "url": "https://techcrunch.com/2025/03/11/meta-is-reportedly-testing-in-house-chips-for-ai-training/",
          "outlet": "TechCrunch",
          "published": "2025-03-11",
          "quote": "Meta is reportedly testing an in-house chip for training AI systems, a part of a strategy to reduce its reliance on hardware makers like Nvidia."
        }
      ]
    },
    {
      "timeline": "meta-headsets-and-glasses",
      "id": 1690,
      "url": "https://whatledto.com/events/meta-headsets-and-glasses#n1690",
      "date": "2025-02-26",
      "date_precision": "day",
      "title": "Meta makes Meta for Education generally available",
      "summary": "Meta made Meta for Education generally available for use with Meta Quest devices. The offering combines a Meta Quest headset with a subscription to Meta Horizon managed services for education.",
      "type": "launch",
      "entities": [
        "Meta",
        "Meta Quest",
        "Meta for Education",
        "Meta Horizon"
      ],
      "parties": [
        "meta",
        "meta-quest",
        "meta-for-education",
        "meta-horizon"
      ],
      "sources": [
        {
          "url": "https://about.fb.com/news/2025/02/new-meta-education-offering-generally-available/",
          "outlet": "Meta Quest",
          "published": "2025-02-26",
          "quote": "We’re thrilled to announce that Meta for Education, our mixed and virtual reality education offering, is now available to the general public, giving educators access to the benefits of mixed and virtual reality with Meta Quest devices using Meta Horizon managed services."
        }
      ]
    },
    {
      "timeline": "meta-headsets-and-glasses",
      "id": 1689,
      "url": "https://whatledto.com/events/meta-headsets-and-glasses#n1689",
      "date": "2025-01-29",
      "date_precision": "day",
      "title": "Meta reports 2024 Reality Labs revenue and operating loss",
      "summary": "Reality Labs recorded $1.083 billion in fourth-quarter 2024 revenue and a $4.967 billion operating loss. For full-year 2024, it recorded $2.146 billion in revenue and a $17.729 billion operating loss.",
      "type": "financial",
      "entities": [
        "Meta",
        "Reality Labs"
      ],
      "parties": [
        "meta",
        "reality-labs"
      ],
      "sources": [
        {
          "url": "https://investor.atmeta.com/investor-news/press-release-details/2025/Meta-Reports-Fourth-Quarter-and-Full-Year-2024-Results/",
          "outlet": "Meta",
          "published": "2025-01-29",
          "quote": "Meta Platforms, Inc. (Nasdaq: META) today reported financial results for the quarter and full year ended December 31, 2024."
        }
      ]
    },
    {
      "timeline": "us-layoffs-register-2025-2026",
      "id": 450,
      "url": "https://whatledto.com/events/us-layoffs-register-2025-2026#n450",
      "date": "2025-01-14",
      "date_precision": "day",
      "title": "Meta: 5% of staff, about 3,600 people, cut as 'low performers'",
      "summary": "Mark Zuckerberg told managers Meta would raise the bar on performance and move out roughly 5 percent of employees, about 3,600 of 72,000, in a February cut, with the company's headcount expected to be down 10 percent by the end of the performance cycle including attrition. It set the tone for a year in which performance-based cuts at Microsoft and others followed.",
      "type": "announcement",
      "entities": [
        "Meta",
        "Mark Zuckerberg"
      ],
      "parties": [
        "meta",
        "mark-zuckerberg"
      ],
      "sources": [
        {
          "url": "https://www.fortune.com/2025/01/14/meta-cut-5-percent-staff-lowest-performers-layoffs",
          "outlet": "Fortune",
          "published": "2025-01-14",
          "quote": "As of September, Meta employed about 72,000 people, so a 5% reduction could affect roughly 3,600 jobs."
        }
      ]
    },
    {
      "timeline": "meta-headsets-and-glasses",
      "id": 1685,
      "url": "https://whatledto.com/events/meta-headsets-and-glasses#n1685",
      "date": "2024-10-15",
      "date_precision": "day",
      "title": "Meta makes Quest 3S available for purchase",
      "summary": "Meta made Meta Quest 3S available for purchase. Meta Quest stated that the headset was then available.",
      "type": "shipment",
      "entities": [
        "Meta",
        "Meta Quest 3S"
      ],
      "parties": [
        "meta",
        "meta-quest-3s"
      ],
      "sources": [
        {
          "url": "https://about.fb.com/news/2024/09/meta-quest-3s-our-most-affordable-mixed-reality-headset/",
          "outlet": "Meta Quest",
          "published": "2024-10-15",
          "quote": "Meta Quest 3S is now available for purchase."
        }
      ]
    },
    {
      "timeline": "meta-headsets-and-glasses",
      "id": 1686,
      "url": "https://whatledto.com/events/meta-headsets-and-glasses#n1686",
      "date": "2024-09-25",
      "date_precision": "day",
      "title": "UploadVR reports planned discontinuation of Quest 2 and Quest Pro",
      "summary": "UploadVR reported that Meta would discontinue Meta Quest 2 and Meta Quest Pro by the end of 2024 or when stock ran out. The report attributed the discontinuation plan to Meta.",
      "type": "report",
      "entities": [
        "Meta",
        "Meta Quest 2",
        "Meta Quest Pro",
        "UploadVR"
      ],
      "parties": [
        "meta",
        "meta-quest-2",
        "meta-quest-pro",
        "uploadvr"
      ],
      "sources": [
        {
          "url": "https://www.uploadvr.com/quest-3-128gb-discontinued/",
          "outlet": "UploadVR",
          "published": "2024-09-25",
          "quote": "Meta also announced that it's discontinuing Quest 2 and Quest Pro by the end of the year or when stock runs out, whichever comes first."
        }
      ]
    },
    {
      "timeline": "meta-headsets-and-glasses",
      "id": 1684,
      "url": "https://whatledto.com/events/meta-headsets-and-glasses#n1684",
      "date": "2024-09-25",
      "date_precision": "day",
      "title": "Meta cuts the 512GB Quest 3 price to $499.99",
      "summary": "Meta reduced the United States price of the 512GB Meta Quest 3 from $649.99 to $499.99. UploadVR reported that the 128GB Quest 3 model was being discontinued.",
      "type": "financial",
      "entities": [
        "Meta",
        "Meta Quest 3",
        "UploadVR"
      ],
      "parties": [
        "meta",
        "meta-quest-3",
        "uploadvr"
      ],
      "sources": [
        {
          "url": "https://about.fb.com/news/2024/09/meta-quest-3s-our-most-affordable-mixed-reality-headset/",
          "outlet": "Meta Quest",
          "published": "2024-09-25",
          "quote": "We’re also dropping the price of the 512GB Meta Quest 3 from $649.99 USD to just $499.99 USD."
        },
        {
          "url": "https://www.uploadvr.com/quest-3-128gb-discontinued/",
          "outlet": "UploadVR",
          "published": "2024-09-25",
          "quote": "The 128GB storage model of Quest 3 is being discontinued, and the 512GB model has been cut to its $500 price."
        }
      ]
    },
    {
      "timeline": "meta-headsets-and-glasses",
      "id": 1683,
      "url": "https://whatledto.com/events/meta-headsets-and-glasses#n1683",
      "date": "2024-09-25",
      "date_precision": "day",
      "title": "Meta unveils Quest 3S starting at $299.99",
      "summary": "Meta unveiled Meta Quest 3S with a starting price of $299.99. Meta described the headset as an option for people new to mixed reality and immersive experiences or upgrading from Quest and Quest 2.",
      "type": "announcement",
      "entities": [
        "Meta",
        "Meta Quest 3S",
        "Oculus Quest",
        "Meta Quest 2"
      ],
      "parties": [
        "meta",
        "meta-quest-3s",
        "oculus-quest",
        "meta-quest-2"
      ],
      "sources": [
        {
          "url": "https://about.fb.com/news/2024/09/meta-quest-3s-our-most-affordable-mixed-reality-headset/",
          "outlet": "Meta Quest",
          "published": "2024-09-25",
          "quote": "Starting at just $299.99 USD, Quest 3S is the best headset for those new to mixed reality and immersive experiences, or who might have been waiting for a low-cost upgrade from Quest and Quest 2."
        }
      ]
    },
    {
      "timeline": "meta-headsets-and-glasses",
      "id": 1666,
      "url": "https://whatledto.com/events/meta-headsets-and-glasses#n1666",
      "date": "2024-09-25",
      "date_precision": "day",
      "title": "Meta unveils Orion, an augmented-reality prototype it will not sell",
      "summary": "Meta showed Orion, previously codenamed Project Nazare, calling it the most advanced pair of AR glasses ever made, and said it would give employees and selected external audiences access rather than put it on sale. The glasses were presented as the result of work across most fields of modern computing.",
      "type": "announcement",
      "entities": [
        "Meta",
        "Orion"
      ],
      "parties": [
        "meta",
        "orion"
      ],
      "sources": [
        {
          "url": "https://about.fb.com/news/2024/09/introducing-orion-our-first-true-augmented-reality-glasses/",
          "outlet": "Meta Newsroom",
          "published": "2024-09-25",
          "quote": "Today, we unveiled Orion, previously codenamed Project Nazare, which we believe is the most advanced pair of AR glasses ever made."
        }
      ]
    },
    {
      "timeline": "hyperscaler-custom-accelerators",
      "id": 862,
      "url": "https://whatledto.com/events/hyperscaler-custom-accelerators#n862",
      "date": "2024-04-10",
      "date_precision": "day",
      "title": "Meta's second-generation MTIA doubles compute for ranking and recommendation models",
      "summary": "Meta detailed its next MTIA inference chip, a year after revealing the first, with more than twice the compute and memory bandwidth of v1 and an SRAM-heavy design tuned for the ads ranking and recommendation models that run its feeds. Meta framed MTIA as a long-term program to own the most efficient silicon for its own workloads rather than a general challenger to GPUs.",
      "type": "launch",
      "entities": [
        "Meta",
        "MTIA"
      ],
      "parties": [
        "meta",
        "mtia"
      ],
      "sources": [
        {
          "url": "https://ai.meta.com/blog/next-generation-meta-training-inference-accelerator-AI-MTIA/",
          "outlet": "Meta AI Blog",
          "published": "2024-04-10",
          "quote": "This new version of MTIA more than doubles the compute and memory bandwidth of our previous solution while maintaining our close tie-in to our workloads."
        }
      ]
    },
    {
      "timeline": "meta-headsets-and-glasses",
      "id": 1682,
      "url": "https://whatledto.com/events/meta-headsets-and-glasses#n1682",
      "date": "2023-09-27",
      "date_precision": "day",
      "title": "Meta announces second-generation Ray-Ban Meta glasses",
      "summary": "Meta announced the second-generation Ray-Ban Meta smart glasses. Meta stated that the glasses would start at $299.",
      "type": "announcement",
      "entities": [
        "Meta",
        "EssilorLuxottica",
        "Ray-Ban",
        "Ray-Ban Meta"
      ],
      "parties": [
        "meta",
        "essilorluxottica",
        "ray-ban",
        "ray-ban-meta"
      ],
      "sources": [
        {
          "url": "https://about.fb.com/news/2023/09/new-ray-ban-meta-smart-glasses/",
          "outlet": "Meta Newsroom",
          "published": "2023-09-27",
          "quote": "They start at $299 USD."
        }
      ]
    },
    {
      "timeline": "meta-headsets-and-glasses",
      "id": 1681,
      "url": "https://whatledto.com/events/meta-headsets-and-glasses#n1681",
      "date": "2023-09-27",
      "date_precision": "day",
      "title": "Meta opens Quest 3 preorders and sets October 10 store date",
      "summary": "Meta opened preorders for Meta Quest 3. Meta said the headset would reach store shelves on October 10.",
      "type": "announcement",
      "entities": [
        "Meta",
        "Meta Quest 3"
      ],
      "parties": [
        "meta",
        "meta-quest-3"
      ],
      "sources": [
        {
          "url": "https://about.fb.com/news/2023/09/meet-meta-quest-3-mixed-reality-headset/",
          "outlet": "Meta Quest",
          "published": "2023-09-27",
          "quote": "Big news from the Connect stage: Meta Quest 3 hits shelves October 10, and pre-orders are open now!"
        }
      ]
    },
    {
      "timeline": "meta-headsets-and-glasses",
      "id": 1680,
      "url": "https://whatledto.com/events/meta-headsets-and-glasses#n1680",
      "date": "2023-06-04",
      "date_precision": "day",
      "title": "Meta lowers Quest 2 prices in the United States",
      "summary": "Meta said it would lower the 128GB Quest 2 price to $299.99. Meta said it would lower the 256GB Quest 2 price to $349.99.",
      "type": "announcement",
      "entities": [
        "Meta",
        "Meta Quest 2"
      ],
      "parties": [
        "meta",
        "meta-quest-2"
      ],
      "sources": [
        {
          "url": "https://about.fb.com/news/2023/06/meta-quest-3-coming-this-fall/",
          "outlet": "Meta Quest",
          "published": "2023-06-01",
          "quote": "Starting June 4, we’re lowering the price of Quest 2 to $299.99 USD for the 128GB SKU and $349.99 USD for the 256GB SKU."
        }
      ]
    },
    {
      "timeline": "meta-headsets-and-glasses",
      "id": 1679,
      "url": "https://whatledto.com/events/meta-headsets-and-glasses#n1679",
      "date": "2023-06-01",
      "date_precision": "day",
      "title": "Meta announces Quest 3 starting at $499.99",
      "summary": "Meta announced Meta Quest 3 with a 128GB version starting at $499.99. Meta said it would offer an additional storage option.",
      "type": "announcement",
      "entities": [
        "Meta",
        "Meta Quest 3"
      ],
      "parties": [
        "meta",
        "meta-quest-3"
      ],
      "sources": [
        {
          "url": "https://about.fb.com/news/2023/06/meta-quest-3-coming-this-fall/",
          "outlet": "Meta Quest",
          "published": "2023-06-01",
          "quote": "The 128GB headset starts at $499.99 USD, and we’ll offer an additional storage option for those who want some extra space."
        }
      ]
    },
    {
      "timeline": "meta-headsets-and-glasses",
      "id": 1678,
      "url": "https://whatledto.com/events/meta-headsets-and-glasses#n1678",
      "date": "2022-10-25",
      "date_precision": "day",
      "title": "Meta makes Quest Pro available for $1,499.99",
      "summary": "Meta made Meta Quest Pro available for purchase. Meta listed the United States price as $1,499.99.",
      "type": "shipment",
      "entities": [
        "Meta",
        "Meta Quest Pro"
      ],
      "parties": [
        "meta",
        "meta-quest-pro"
      ],
      "sources": [
        {
          "url": "https://about.fb.com/news/2022/10/meta-quest-pro-is-now-available/",
          "outlet": "Meta Quest",
          "published": "2022-10-25",
          "quote": "Meta Quest Pro is available today for $1,499.99 USD."
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