Zuckerberg said he thinks Meta had the extra GPU capacity because it was working on Reels.

True if credible evidence (Meta statements, earnings calls, or reporting) shows that Meta's large GPU purchase (around 2022, which later supported its AI work) was made mainly to build Reels recommendation and ranking capacity. Mostly true if Reels was a main reason alongside other recommendation needs. Mixed if Reels was one of several reasons of similar weight. Mostly false if Reels was a minor factor. False if evidence shows that the GPUs were bought for unrelated reasons.

Set before the research began.

1. E1 Q3'22 Follow Up Call Transcript Meta Platforms, Inc. (investor relations) · 26 October 2022 Own record

   “The first is building out these A.I. clusters. Those are sort of GPU-based systems, and those are relatively obviously new in our fleet, and those are to benefit things like Recommendations, Reels, and other – Advantage and other tools in our portfolio.”

2. E2 Q3'22 Follow Up Call Transcript Meta Platforms, Inc. (investor relations) · 26 October 2022 Own record

   “our focus in the near term is really using AI to power better ranking across our platforms both on the ad side and we’re -- and on the engagement side”

3. E3 Q3'22 Follow Up Call Transcript Meta Platforms, Inc. (investor relations) · 26 October 2022 Own record

   “we gave the sort of specific example of the time spent increase on Reels on Facebook when we -- when we had a AI driven launch release there.”

Meta's October 2022 call names Reels as one of several intended uses of its new GPU-based AI clusters, together with recommendations, Advantage and wider ad and engagement ranking [E1][E2][E3]. The evidence does not show whether Reels was the main reason, a reason of similar weight, or a minor factor, so it cannot decide between the grades in the criteria.