US Stock Market Move | Computing power bottleneck gradually emerges Meta (META.US) falls more than 3%.

On Friday, Meta (META.US) opened low and drifted lower, falling more than 3% as of press time, with a market capitalization of approximately $1.92 trillion. On the news front, as the company's personal AI agent Muse saw rapid user growth, server-side pressure emerged ahead of schedule. Muse has recently experienced multiple service anomalies, including resource consumption far exceeding internal testing expectations, degradation of some functions, and frequent failures when the Agent executes complex tasks, with the computing power bottleneck gradually surfacing. Muse currently has about 700,000 daily active users. As Muse continues to expand from its current scale to a larger user base, what Meta needs to address is not only the demand brought by new users, but also how to maintain the Agent's execution capability and service stability. The independent virtual machine architecture means that CPU, memory, and storage requirements will expand in tandem with user scale, which will also place higher demands on Meta's data center investment and infrastructure procurement.