Meta is preparing yet another restructuring of its artificial intelligence operations, splitting its recently formed Superintelligence Labs division into four specialised groups, according to a report by The Information and corroborated by Reuters.
The overhaul will be the social media company’s fourth in six months and comes as it races to stay competitive in Silicon Valley’s escalating quest for advanced AI systems.
Two people familiar with the plans told The Information that the new structure will comprise a to-be-determined (TBD) research lab, a products team responsible for the Meta AI assistant and other consumer tools, an infrastructure unit, and the long-standing Fundamental AI Research (FAIR) laboratory focused on longer-horizon breakthroughs.
Reuters noted that chief executive officer Mark Zuckerberg has directed the company to accelerate work on artificial general intelligence, described in the report as “machines that can outthink humans”. The reorganisation follows senior staff departures earlier this year and what insiders called a muted reception for Meta’s latest open-source Llama 4 large language model.
The drive for faster progress is feeding an unprecedented surge in capital expenditure. Last month Meta lifted the bottom end of its full-year spending forecast by $2 billion to a range of $66 billion to $72 billion. It has already secured a $29 billion financing package led by PIMCO and Blue Owl Capital to fund a new data-centre campus in rural Louisiana, a project intended to supply the computing power required for larger AI models.
Investors were warned that building and operating such facilities will push cost growth higher in 2026. Analyst Jaspreet Singh of Reuters wrote that rising infrastructure bills and competition for AI talent – engineers have been lured with multimillion-dollar pay packages – “would push the 2026 expense growth rate above the pace in 2025”.
The company finalised its previous reorganisation only in May, when Superintelligence Labs was created to bring disparate AI projects under one roof. Industry observers say the rapid cadence of change underscores both the technical challenges involved and the strategic importance Meta attaches to establishing leadership in generative AI.
