Meta is restructuring its artificial intelligence (AI) division for the fourth time in six months, according to a report by The Information. The company plans to split its newly formed Superintelligence Labs into four teams: a yet-to-be-defined “TBD Lab,” a products team (including the Meta AI assistant), an infrastructure group, and the existing FAIR (Fundamental AI Research) lab, which focuses on long-term AI breakthroughs. The move underscores CEO Mark Zuckerberg’s aggressive push to develop artificial general intelligence (AGI)—AI that surpasses human cognition—amid fierce competition from rivals like OpenAI, Google, and Microsoft.
The reorganization comes after high-profile departures from Meta’s AI team and lackluster reception for its open-source Llama 4 model. Meta recently consolidated its AI efforts under Superintelligence Labs, signaling a high-stakes bet on AGI as the next frontier. The company is also investing heavily in infrastructure, securing a $29 billion financing deal with PIMCO and Blue Owl Capital to expand data centers in Louisiana. Zuckerberg has pledged to spend “hundreds of billions” on AI infrastructure, raising Meta’s 2025 capital expenditure forecast to $66–72 billion.
Meta’s aggressive hiring of top AI researchers—often with multimillion-dollar compensation packages—has driven up expenses, with costs expected to grow even faster in 2026. The company is locked in a talent war with tech giants like Google and startups like Anthropic, all vying for the same elite engineers. Meanwhile, its massive data center buildout aims to support not just AI development but also Zuckerberg’s metaverse ambitions, despite investor skepticism over profitability.
While Meta lags behind OpenAI and Google in consumer-facing AI products, its open-source approach and heavy infrastructure investments could give it an edge in the long-term AGI race. However, repeated reorganizations risk internal disruption, and the company must prove it can turn its AI bets into real revenue streams—beyond just ads and social media. With Zuckerberg’s reputation and billions on the line, the pressure is on for Meta to deliver a breakthrough AI product—or risk falling further behind.
