Meta Stock Offering: Up to $95B for AI Compute

A Meta stock offering of up to $95 billion leads this edition of The Evening Update, dated October 27, 2026. The first tranche is about $35 billion, and the money is meant to pay for AI infrastructure and superintelligence work. Our own coverage of the offering opens the edition below.

From our newsroom

Meta stock offering: up to $95B for AI compute

Meta has launched a plan to raise up to $95 billion. The opening $35 billion combines roughly $22.5 billion in Class A common shares with $12.5 billion in depositary shares that stand for preferred stock. A program of about $60 billion at the market follows once a non-voting Class C share class begins trading in early 2027. Meta's free writing prospectus filed with the SEC forecasts 2026 capital expenditures of $135 to $145 billion, and the Meta stock offering is the company's latest move to treat public equity as a core funding source for frontier compute. Read our full report on the Meta stock offering.

The build-out this offering finances carries costs beyond the balance sheet. Many new AI data centers run on-site gas turbines that are loud for nearby residents, gas-fired power produces high CO2 emissions, and cooling these facilities uses large volumes of water. The sources do not measure those local effects for Meta's plan, so the financing alone does not show who will bear them.

Grok Bot phone calls

Elon Musk said in an X post on October 25, 2026, that Grok Bot can dial a person or business, make a request for the user, take notes on the reply and send a written summary. Secondhand reports on version 0.77 add that the agent can sit on hold, press keys in phone menus, accept call transfers and show a live transcript. xAI has not published pricing, rollout details or limits for the feature. Our article on Grok Bot phone calls covers the workflow in detail.

Outlook for Windows unified inbox

Microsoft added an All Accounts view to the new Outlook for Windows, which lists mail from every connected account in one place. Each mailbox stays separate, and messages are neither merged nor moved between accounts. The rollout began in late September and was expected to reach all users by late October 2026. Users can read, delete, search, move, archive and mark messages from the combined list, and the option sits under Settings, Mail, Folder pane. Our report on the Outlook unified inbox notes that search and shared mailboxes remain limited.

Also in the news

GPT-6.1 Terra arrives on Amazon Bedrock

Amazon Web Services made GPT-6.1 Terra generally available on Amazon Bedrock on October 26, 2026, with a 1 million input token context window and text and image inputs. AWS states that its token prices are at least 50% below GPT-6.1 Sol and GPT-5.6 Terra, and that the model scores 15 points higher than GPT-5.6 Terra on Agents' Last Exam. Second-hand list prices are $1.00 per million input tokens and $5.00 per million output tokens, which AWS has not confirmed. Access depends on the service tiers and regions a customer can use. The AWS announcement is the primary source for these figures.

Anduril BlueChip laptop for US military buyers

Anduril is extending into hardware with BlueChip, a rugged laptop built on Qualcomm Snapdragon X Series chips for US government and military customers. Anduril plans to assemble the devices at Arsenal-1 in Ohio, with chips from a TSMC plant in Arizona, and the laptops run Windows and specific Linux versions used by the armed forces. Lattice command and control software is built in, and orders are planned for 2027. Prototype bills of materials are roughly 90% sourced from the United States and allied countries, but production sourcing and final costs are not yet published. DefenseScoop's report on the BlueChip laptop describes the product.

CASBOT Series A++ backed by footwear orders

CASBOT has closed a Series A++ round for its humanoid robots, with the amount disclosed only as several hundred million yuan. The company reports more than RMB 400 million in orders for footwear manufacturing automation, announced on October 26, 2026. This is its second major financing in roughly 16 months, after nearly RMB 100 million (about USD 14 million) in June 2025. The sources do not say which model runs the footwear lines or when deliveries begin. The funding report is the basis for these figures.

Wonder expands Avride robot delivery on Grubhub

Wonder is widening its partnership with Avride so that robot delivery reaches more Grubhub Marketplace merchants in Jersey City, Hoboken, Arlington County and Philadelphia. Robots already complete nearly 20% of deliveries in the Jersey City pilot, which began in October 2025. Neither company has disclosed pricing, per-delivery cost or contract values for the expansion. The Wonder and Avride announcement gives the full list of locations.

ENISA technical advisory on software bill of materials

ENISA published Technical Advisory v1.10 on the software bill of materials in October 2026. The document converts the documentation duties of the EU Cyber Resilience Act into engineering steps for manufacturers and SMEs, and it follows ENISA's 2026 State of Play report on SBOM adoption. It points to machine-readable formats such as CycloneDX and SPDX. The ENISA advisory sets out the steps.

Apple Creator Studio adds AI assistants and MotionVFX

Apple is adding AI assistants and built-in MotionVFX content to Apple Creator Studio in a November 2026 update, with no price change from $12.99 per month or $129 per year. Final Cut Pro gains MotionVFX effects, plug-ins, transitions and templates inside the app, plus 23 new transcription languages. The assistants require Apple Intelligence-capable devices and are available in U.S. English only. Apple's newsroom post lists the changes for each app.

Gamestation Retro Go preorders open at $199.99

My Arcade has opened preorders for the Gamestation Retro Go, a handheld with more than 200 licensed arcade and console games, at $199.99 USD through GameStop and EB Games Canada. The device has an 8-inch display, SmartGlow controls, Wi-Fi updates and a rechargeable battery, with a holiday 2026 release window. The publisher names differ across coverage of the launch, with NAMCO LIMITED in the company's release and Bandai Namco Entertainment in other reports. My Arcade's announcement lists the titles.

Sources

ENISA Publishes Technical Advisory on Software Bill of Materials Under the CRA

✔Human Verified

Researched and cross-referenced against primary sources by the Bytevyte editorial team. This article was generated with the assistance of artificial intelligence and reviewed by the Bytevyte editorial team.