US Stock Market Movement | Computing Power Bottleneck Gradually Emerges, Meta (META.US) Drops Over 3%

According to Jinse Finance APP, on Friday, Meta (META.US) opened lower and continued to slide. As of press time, it had fallen by more than 3%, with a market capitalization of approximately $1.92 trillion. In terms of news, as the user base of its personal AI agent Muse grows rapidly, server-side pressure is emerging ahead of schedule. Muse has recently experienced several service anomalies, including resource consumption far exceeding internal test expectations, partial functional downgrades, and frequent Agent failures when handling complex tasks. The compute bottleneck is gradually surfacing.

Muse currently has about 700 thousand daily active users. As Muse continues to expand from its current scale to a larger user base, Meta needs to address not only the demand brought by new users but also how to maintain Agent's execution capabilities and service stability. The independent virtual machine architecture means that CPU, memory, and storage requirements will expand in sync with user growth, which will also place higher demands on Meta's data center investments and infrastructure procurement.