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Applied AI·September 25, 2026·1 min read

Meta Connect 2026: Muse AI Gadget Shows Ambitious Hardware Vision

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Meta’s Muse AI gadget pushes further into dedicated AI hardware, raising the stakes on whether consumers want a separate AI object in their lives versus software on existing devices. If you’re building AI-first experiences, you need a view on whether to ride incumbent hardware, bet on these new form factors, or design for both and accept fragmentation.

Applied AI

Project Jupiter, the New Mexico data center for which Oracle made major financial commitments, faces power and permitting hurdles, exposing Oracle's AI risks

Power and permitting friction on Oracle’s Project Jupiter is a reminder that AI roadmaps now hinge on local grid politics as much as on chips—force majeure notices are becoming part of the playbook. If your AI strategy assumes hyperscaler capacity, start mapping where their data centers can actually get power and permits, not just where they announce builds.