
Investors optimistic about Meta’s AI strategy
Meta Platforms saw its share price jump by nearly 9% after hours, as investors are optimistic about Meta’s strategic direction towards AI.
In 2025, Meta Platforms is making a strong push for the development of superintelligence, a form of artificial intelligence that can surpass human capabilities. CEO Mark Zuckerberg is leading this move by establishing Meta Superintelligence Labs, making significant investments in AI infrastructure such as megawatt-capacity data centers, and focusing on talent development.
The investment includes, among other things, a $14.3 billion stake in Scale AI, and the construction of AI superclusters like Prometheus (expected to be operational in 2026) and Hyperion, which can deliver up to 5GW of computing power – enough to cover parts of Manhattan.
Meta expects that total costs for 2025 as a result of these investments will rise to between $114 billion and $118 billion.
The American company outperformed expectations in the second quarter of 2025, with both profit and revenue beating analysts’ estimates. Revenue rose by 22% compared to last year, reaching $47.52 billion, while earnings per share (EPS) came in at $7.14, an increase of 38%. Profit rose by 36% to $18.3 billion.
Meta expects third-quarter revenue to be between $47.5 and $50.5 billion. That, too, is better than expected.
However, Meta is still struggling with disappointing responses to its latest language model, Llama 4, which has yet to match the competition from OpenAI and Google DeepMind (DeepSeek).
Meta has also significantly ramped up hiring and research: the internal AI division is led by Alexandr Wang (formerly CEO of Scale AI), together with Nat Friedman (ex-GitHub), and Shengjia Zhao (co-creator of ChatGPT) has been appointed as chief scientist.
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