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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