SemiAnalysis is out with a deep dive on $META Superintelligence, and they’re clearly impressed with Meta’s pace of improvement.
They think Meta may be the only major AI player on track to be world-class across data, talent, and compute.
Meta has reportedly turned its internal workforce into an RL data engine, with around 3,000 engineers working on RL tasks/environments, while also building five 1GW+ “titan” compute clusters.
SemiAnalysis says Meta’s compute ramp could give it more AI compute than OpenAI and Anthropic by year-end, while its scale-across networking could connect campuses up to 2,000 km apart.
Muse Spark 1.1 still is not at OpenAI or Anthropic level, but the note says Meta could catch or pass Google within 6 months if the current ramp holds.