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Sign up free →What happened: Meta completed an operational shift away from AI startup Manus following a Beijing order to reverse the $2 billion(約3200億円) acquisition. Separately, Meta reached an agreement with Reliance Industries to build a 168 MW data center in Jamnagar, Gujarat, which Meta will lease.
Why it matters: The Manus reversal reflects geopolitical constraints on Meta's AI investments, while the India data center deal signals Meta's ongoing commitment to one of its largest and fastest-growing user communities despite these broader headwinds.
What to watch: The financial terms and target date for the India data center project were not disclosed, leaving timing and cost details unclear for investors tracking Meta's infrastructure spending.
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