Google, Meta & more share same AI problem; why only Zuckerberg is troubled?
Meta is investing heavily in AI infrastructure, with massive data center builds and significant capital expenditure. While rivals tie spending to existing revenue, Meta's AI investments lack immediate, clear monetization paths. Investors worry about an AI bubble, as Meta's current AI offerings, like its assistant, don't yet drive substantial direct revenue, unlike OpenAI's rapid growth.
Meta is investing heavily in AI infrastructure, with massive data center builds and significant capital expenditure. While rivals tie spending to existing revenue, Meta's AI investments lack immediate, clear monetization paths. Investors worry about an AI bubble, as Meta's current AI offerings, like its assistant, don't yet drive substantial direct revenue, unlike OpenAI's rapid growth.
