2025-12-31 13:41:39

Meta's move to acquire Manus is reshaping the competitive landscape in AI hardware and spatial computing. This acquisition points to where big tech sees the real action happening—beyond just software. Looking ahead to 2026, AI investors are making bigger bets than ever. The trend is clear: whoever controls the hardware layer controls the narrative. Institutions are doubling down on AI infrastructure plays, not just chatbot upgrades. The question isn't whether AI will dominate the next cycle, but which companies will own the foundational tech. Manus being snapped up by Meta suggests the consolidation game is accelerating.

This page may contain third-party content, which is provided for information purposes only (not representations/warranties) and should not be considered as an endorsement of its views by Gate, nor as financial or professional advice. See Disclaimer for details.

10 Likes

Reward
10
5
Repost
Share

Comment

0/400

screenshot_gains

· 9h ago

Hardware is the key, software is just a complement. Meta's move is really ruthless.

View OriginalReply0

SellLowExpert

· 12h ago

The war on the hardware side has just begun; the gameplay at the software level is already outdated. Meta's move doesn't mean much; the real profit is in chip manufacturing. It was obvious last year that if you can't control the underlying infrastructure, it's all pointless. Next year, focus on those low-profile land-holding companies; the breakout point will definitely be there. So retail investors are still speculating on the ChatGPT concept, while institutions have already shifted to infrastructure?

View OriginalReply0

BrokenYield

· 12h ago

ngl, the "whoever controls hardware controls the narrative" take is played out. everyone's been saying this since 2017. what actually matters is the leverage ratio these mega-corps are running to fund these acqs... Meta's burning through cash like it's a liquidity crisis waiting to happen. manus deal reeks of desperation dressed up as strategy tbh

Reply0

TopBuyerBottomSeller

· 12h ago

Hardware is the key; the software approach has long been outdated. --- Meta's move was ruthless, directly choking others' necks. --- In 2026, the money is all in infrastructure, not those flashy chatbots. --- Big tech companies are frantically hoarding land; whoever secures hardware first wins. --- Consolidation is just beginning; there’s more to come. --- Nonsense, of course hardware determines the right to speak; need I say more? --- What does the Manus deal indicate? Major companies are starting to truly ramp up. --- Investors are not fools; they see much clearer than we do.

View OriginalReply0

DegenWhisperer

· 12h ago

Hardware is the key, and the software strategies are outdated. Meta's move is aggressive; by 2026, whoever controls the chips will have the final say.

View OriginalReply0