Meta bets big on frontier AI lead, aiming six‑month leap past Google, SemiAnalysis says

SemiAnalysis claims Meta’s “Superintelligence” push could outrun Google in frontier AI within six months, driven by an in‑house data pipeline built by 3,000 engineers in a massive RL environment factory, five gigawatt‑scale datacenters, and a dedicated AI‑Backbone network. Meta has begun releasing Muse Spark 1.1 to developers, plans to produce its Iris AI chip, and is pouring up to $145 billion into AI infrastructure with targets of 7 GW in 2026 and 14 GW in 2027, all while aggressively recruiting talent from peers. The firm argues Meta’s access to proprietary data, massive compute, and a deep internal supply chain could give it a decisive edge, even as initial Muse Spark benchmarks lag behind peers; market reaction showed Meta rising about 4% while Google’s parent stock eased.