Source: China's leverage against Meta in the Manus deal could include 10%+ of its global revenue from Chinese ads and Goertek in Meta AI glasses' supply chain (Financial Times)

China may leverage Meta's significant ad revenue exposure (10%+ of global revenue) and its control of critical AI hardware supply chain components (Goertek in Meta's AR glasses) as negotiating pressure in undisclosed dealings. This highlights a critical strategic vulnerability for technology leaders: supply chain concentration in geopolitically sensitive regions and revenue dependencies in markets with unpredictable regulatory environments can create existential business risks. CIOs and technology leaders must recognize that geographic diversification, supply chain resilience, and geopolitical risk management are now core infrastructure imperatives rather than operational considerations.