Superintelligence Forces Meta Into Their 4th Restructuring This Year

Four Restructurings in Twelve Months

This latest reorganization marks an unprecedented level of corporate upheaval for Meta. The previous three restructurings in 2026 each attempted to align the company's resources toward AI development, but Zuckerberg's latest memo to employees acknowledges that progress toward superintelligence requires even more radical changes.

The New Superintelligence Division

The centerpiece of the latest restructuring is the creation of a new "Superintelligence Division" that will command approximately 40% of Meta's engineering workforce—roughly 30,000 employees. This division will be led by Meta's Chief AI Scientist Yann LeCun alongside Ahmad Al-Dahle, previously head of AI infrastructure.

According to internal documents obtained by ObjectWire, the Superintelligence Division has three primary objectives:

• Achieve AGI by Q3 2027: Develop AI systems that can match or exceed human-level performance across virtually all cognitive tasks
• Build scalable superintelligence infrastructure: Create computing and training systems capable of supporting models with 100+ trillion parameters
• Integrate superintelligence across Meta products: Deploy advanced AI capabilities in Facebook, Instagram, WhatsApp, and Reality Labs products

Why the Urgency?

Meta's aggressive restructuring reflects the company's position in the AI race. While OpenAI's GPT-5 and Google's Gemini Ultra have set new benchmarks for AI capabilities, Meta's Llama models—though impressive—have not achieved the same level of commercial or mindshare success.

In his memo to employees, Zuckerberg wrote: "We are not moving fast enough. OpenAI has ChatGPT. Google has Search and Assistant. We have powerful AI, but we haven't yet built the product experiences that will define the superintelligence era. That changes now."

The urgency is also financial. Meta has invested over $50 billion in AI infrastructure since 2024, including the construction of massive data centers and the procurement of hundreds of thousands of NVIDIA H100 and H200 GPUs. Shareholders are increasingly questioning when these investments will translate into revenue and competitive advantage.

Impact on Reality Labs and Metaverse Efforts

The restructuring significantly diminishes Meta's Reality Labs division, which has been working on metaverse technologies and VR/AR hardware. Reality Labs will see its headcount reduced by approximately 30%, with many engineers being transferred to the Superintelligence Division.

While Zuckerberg maintains that the metaverse remains important to Meta's long-term vision, the shift in resources signals that superintelligence is now the company's primary strategic priority. "Superintelligence will accelerate metaverse development more than additional headcount," Zuckerberg argued in the memo.

Employee Reactions and Industry Response

The repeated restructurings have created anxiety among Meta employees, according to posts on anonymous workplace forums. Many engineers report "reorg fatigue" and uncertainty about their roles, while others express excitement about working on what could be breakthrough AI technology.

"It's exhausting to adapt to new team structures every few months," one senior engineer told ObjectWire on condition of anonymity. "But if we're really going to build superintelligence, maybe this level of disruption is necessary."

Industry analysts are divided on Meta's strategy. Some praise Zuckerberg's willingness to make bold moves, while others question whether constant reorganization indicates strategic confusion rather than visionary leadership.

The Stakes: Winner-Take-Most in AI

Meta's aggressive restructuring reflects a widely-held belief in Silicon Valley that the race to superintelligence will produce winner-take-most outcomes. The first companies to achieve AGI and superintelligence capabilities could gain enormous competitive advantages across virtually all industries.

OpenAI CEO Sam Altman has repeatedly stated that AGI could be achieved within the next few years and would represent "the most important technology humans have ever created." Google CEO Sundar Pichai has made similar statements, calling AI "more profound than fire or electricity."

For Meta, the stakes are existential. If competitors achieve superintelligence first and integrate it into their products, Meta's social media platforms could become less relevant as users migrate to AI-powered alternatives. This fear appears to be driving Zuckerberg's willingness to restructure repeatedly until Meta achieves AI leadership.

What's Next for Meta?

The Superintelligence Division is expected to unveil its first major products in Q2 2026, including significant upgrades to Meta AI that will be integrated across Facebook, Instagram, and WhatsApp. The company is also developing what sources describe as "a ChatGPT competitor with multimodal capabilities that exceed anything currently available."

Whether this fourth restructuring will be the last remains unclear. When asked if employees should expect additional organizational changes, a Meta spokesperson told ObjectWire: "We'll continue to organize ourselves in whatever way best serves our mission of building superintelligence. That may require additional adjustments as we learn and progress."