Meta has launched a new AI campaign featuring CEO Mark Zuckerberg, positioning artificial intelligence as a tool for creativity, connection, and human potential ahead of earnings.
Meta has launched a new AI campaign featuring CEO Mark Zuckerberg, positioning artificial intelligence as a tool for creativity, connection, and human potential ahead of earnings.
Dave Brown, the departing AWS senior vice president, has been a member of its senior leadership team. (Amazon Photo)
One of Amazonβs top cloud leaders will be joining Meta as the Facebook parent company considers turning its massive AI buildout into a cloud business of its own.
Thatβs the report from the Wall Street Journal overnight, quoting anonymous sources saying that Dave Brown, the senior Amazon executive who led AWS compute and AI services, will join Meta in the coming weeks to work on its data center build-out.
Meta hasnβt committed to becoming a cloud provider, but CEO Mark Zuckerberg has said the idea is on the table. He told shareholders in May that companies were regularly approaching Meta to pay for access to its AI models or spare computing capacity β a business that would put Meta in competition with cloud providers it now relies on, including AWS.
At Meta, Brown will report to infrastructure chief Santosh Janardhan, according to the WSJ report. Janardhan co-leads Meta Compute, an initiative Zuckerberg launched in January to plan the companyβs data center buildout. Meta has said it expects to spend $125 billion to $145 billion on capital expenditures this year, much of it tied to AI data centers.
Amazon isnβt commenting on the report. Weβve contacted Meta for confirmation and details.
Brownβs departure from AWS was announced on Wednesday, with a warmly worded message from AWS CEO Matt Garman giving no indication that Amazon would try to challenge or restrict his new role on competitive grounds.
AWS has gone to court before to enforce noncompete agreements against departing executives, suing two AWS leaders who left for Google Cloud in 2019 and 2020, respectively. But such agreements have grown harder to enforce. California bars them almost entirely, and Washington β Amazonβs home state β enacted a near-total ban this year, though it doesnβt take effect until mid-2027.
Garmanβs message said Brown had decided to take βa new role outside of the companyβ but did not say where he was going. Heβs remaining at AWS through the end of July to help with the transition.
At AWS, Brown will be succeeded by Dave Treadwell, a longtime Amazon executive who has run the technology behind the companyβs retail operations and spent 27 years at Microsoft before joining Amazon in 2016. He takes over AWS Compute and ML Services on Aug. 1.
It might not be a full Zuck, but Microsoft Xbox CEO Asha Sharma is getting lots of attention, and not in a good way, for the latter this week.
Sharma was named Thursday to co-lead a new Federal Reserve βProductivity and Jobsβ task force, charged with assessing the economic impact of AI and other new technologies on the labor market. Her co-leaders: Marc Andreessen, the venture capitalist and vocal AI booster, and Stanford economist Charles I. Jones, who is currently on leave at Anthropic, maker of the Claude AI chatbot.
The gaming press, as you can imagine, is having a field day. The headline from Kotaku sums it up: βXbox CEO Will Advise Federal Reserve On Jobs After Mass Layoffs.β
PC Gamer, for its part, noted that the task force is supposed to represent a βcommitment to price stability and maximum employment.β However, thatβs the Fedβs broad mandate, as described by Chairman Kevin Warsh. Itβs actually not the specific mission of the Productivity and Jobs task force, which is narrower: assessing what AI and other new technologies are doing to the economy.
In a separate sign of the backlash, Microsoft communications chief Frank Shaw took to X on Friday to knock down claims that the Xbox cuts were made to replace employees with foreign workers, calling it βbad informationβ and noting that the H-1B visa figures being cited are company-wide renewals, not Xbox-specific. He also pointed out that Sharma is βan American born, raised, and educated CEO, from Wisconsin.β
Also lost in the coverage of the Fed appointment is the fact that Sharma is less than five months into the job, having taken over as Xbox CEO in February with a mandate to turn around and preserve a gaming division that spent more than $20 billion over five years while its core revenue shrank. The restructuring announced this week is a key part of that effort.
Whatβs more, itβs hard to imagine that this is the timing Microsoft or Sharma wanted. Announcements like this are often outside the control of the participants. The Federal Reserve sets its own schedule.
Still, itβs tough timing for an executive who announced plans this week to cut 3,200 gaming jobs β about 1,600 immediately, with the rest over the coming year β amounting to roughly 20% of Xboxβs workforce. Sharma herself called it the most significant restructuring in the divisionβs history.
Meta CEO Mark Zuckerbergβs superyacht Launchpad, for the record, is currently cruising the waters off Juneau, Alaska, a full 900 miles from Seattle.
Meta's pitch to users is Spark's ability to handle large agentic workloads, fix bugs, and help with large code migrations β the kind of automation that enterprises are increasingly turning to AI companies to provide.