Zuckerberg discussed $100 billion to $200 billion for AI, including a cluster estimated to cost $15 billion each year to run. Meta's profitable core and possible AI sales could help pay, but those sales are unproven, so the story does not show whether the spending will pay off.
AI services could bring Meta new sales, and the company says its profitable core business and access to credit can help fund the buildout. But the spending could be enormous, and subscriptions and small-business tools are only possible sources of income. The story does not show whether they will cover the cost.
Cerebras has a multiyear OpenAI deal worth more than $20 billion, and Citi kept its revenue outlook. More shares could become eligible for sale and raise selling pressure, but the deal supports its business prospects.
Ark sold Alibaba shares, but the reported rally followed unconfirmed claims about state-backed buying, not a new change to Alibaba's business.
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