Changes in US stocks | Computing power bottlenecks gradually surfaced, Meta (META.US) fell by more than 3%

The Zhitong Finance App learned that on Friday, Meta (META.US) opened low. As of press release, the decline was over 3%, and the market value was about 1.92 trillion US dollars. According to the news, with the rapid growth of users of Muse, the company's personal AI agent, the pressure on the server side became apparent ahead of time. Recently, Muse has experienced a number of service anomalies, including resource consumption far exceeding internal test expectations, downgrading of some functions, and frequent agent failures when performing complex tasks, and computing power bottlenecks have gradually surfaced.

Muse currently has around 700,000 active users. As Muse continues to expand from its current scale to a larger user base, Meta needs to address not only the needs brought by new users, but also how to maintain agent execution capabilities and service stability. The standalone virtual machine architecture means that CPU, memory, and storage requirements will expand simultaneously with the size of users, which will also place higher demands on Meta's data center investment and infrastructure procurement.