Meta is spending on AI products more than most

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00:00Meta is spending on AI products more than most.

00:04Amid Silicon Valley's AI gold rush, Meta is going full prospector,

00:08swapping shovels for supercomputers and data centers to power a small country.

00:13Reports suggest U.S. infrastructure spending could hit $600 billion over the next three years,

00:18and Meta's share is, let's just say, generous.

00:21Wall Street wasn't impressed.

00:23Meta's earnings revealed a $7 billion rise in operating costs

00:27and nearly $20 billion in capital spending.

00:30All that money went toward AI infrastructure and top-tier researchers.

00:34The problem, there's not much revenue to show for it.

00:37On the company's earnings call, Zuckerberg doubled down,

00:40insisting the spending spree was just beginning.

00:43The right thing to do, he told analysts, is to accelerate AI investment,

00:47so Meta has the computing muscle it needs for its next wave of frontier models.

00:52Meta plans to pour more money into unproven AI unsettling investors

00:56as its stock tumbled 12%, wiping out nearly $200 billion in value.

01:03Now, to be clear, Meta's not exactly broke.

01:06The company still cleared $20 billion in profit last quarter.

01:09But this was the first time its aggressive AI spending visibly dented its bottom line,

01:14and analysts still wondered, what is all this money for?

01:18Zuck highlighted a few bright spots.

01:20The Meta AI assistant with a billion users,

01:23the viral video generator vibes,

01:25and new Ray-Ban-style Vanguard smart glasses.

01:29None of these moves signal an AI revolution yet.

01:33Meta's superintelligence lab is still young,

01:35but investors' patience is wearing thin.

01:38Google and NVIDIA show clear AI gains

01:40while Meta urges patience for its promised reveal.

01:43Its soaring costs now outpace both AI progress and investor confidence.

01:53What's the best best future?

01:55It's possible to have a lot of customers' sense.

01:59The Meta AI has been able to use their premiums,

02:01and if you want to buy into these more foundations,

02:03you can spot the price in your career.

02:05We can set up by yourself on our official website website,

02:07what does that mean when the bigger picture goes on?

02:09We can set up by ourselves on our website,

02:10and we can set up by yourself.

02:11We can set up with them where we can set up an AIplus membership,

02:14and let us know what's going to be.

02:15We can set up with everything we have.

02:17We can set the price in our own environment,

02:18and look at this view of our business.

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