Meta's Muse Could Generate $27 Billion a Year, Citi Says as AI Agent Usage Surges
Citi says Meta’s fast-growing Muse AI agent could generate more than $27 billion in annual revenue by 2030.
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Trump admin grants SpaceX's Starlink routers exemption from FCC restrictions. Routers now conditionally approved by Dept. of War till 2028.
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Citi says Meta’s fast-growing Muse AI agent could generate more than $27 billion in annual revenue by 2030.
Cathie Wood’s ARK Invest poured $31 million into Amazon, CoreWeave and Meta, but also trimmed $26.5 million of Teradyne.
Broadcom's AI semiconductor revenue surged 221% year-over-year in Q3, driven by custom AI accelerators (XPUs) designed with hyperscalers like Google, Meta, and OpenAI. Custom chips offer better power efficiency, faster inference, and higher returns on capital compared to GPUs, making them increasingly attractive as hyperscalers face capital constraints. While Nvidia's data center business is currently 4x larger, custom silicon is winning by volume among major customers and could eventually become a bigger business than GPUs.
Anthropic CEO Dario Amodei earned $18 million in 2025, topping Amazon and Alphabet CEOs but trailing Nvidia and Oracle chiefs.
SpaceX’s reported $40B AI financing plan highlights a bigger question: how much debt can the AI infrastructure boom absorb?
https://www.fcc.gov/document/spacex-approved-ngso-mss-system-direct-device-services