TechCrunch
03 Oct 2026, 00:45 UTC · 1h ago
Meta wants you to build your own Muse gadget
Impact · against what's priced in
Meta's moves to open-source Muse hardware and expand its enterprise AI unit directly target the areas the market currently refuses to price in, providing a catalyst for revenue re-acceleration. Google and AMD news is largely immaterial to their current valuations, as the price for Google already expects strong AI models and the market for AMD remains skeptical of its data center trajectory regardless of individual acquisitions.
- META+0.30
Challenges what's priced in
- The price assumes
Enterprise AI and infrastructure contracts, such as the multi-billion dollar NBIS pipeline, which could add to growth but receive zero credit.
The launch of the Meta Enterprise Platform and Muse for Small Business directly supports enterprise AI growth that the market currently assigns zero credit.
