AI-infrastructure builders are projecting much higher capital spending in 2026 while depreciation is delayed because costs are capitalized as construction in progress until assets are ready. $863 billion in AI-infrastructure capex is expected for 2026, with about $550 billion estimated as AI-related. Earnings impact will be pushed out as more assets remain not yet in service ($315 billion, up from $281 billion), and projects take longer to reach depreciation.
Meta released Muse Code, an AI coding agent built on Muse Spark 1.2, and the article compares its output to Claude Code running Fable 5 on the same three JavaScript tasks. Muse Code (version 0.1.0) completed the debugging job in 2 minutes 58 seconds using 2.25 million tokens for $0.025, while Claude Code took 5 minutes 31 seconds for $3.02. The lower contributor-tier cost came with less “depth and polish,” with the article reporting dead code and less thorough finishing that would likely require expert review despite passing test suites.
Mark Zuckerberg published a long essay laying out his vision for distributing AI superintelligence to everyone through tools like AI agents, Meta glasses, and open-weight models. The essay is 6,500 words long. The article frames the proposal as shifting AI access toward a free tier plus a compute auction, while criticizing that it leaves major real-world risks and backlash unaddressed.
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