Meta has an AI product problem
Update: 2025-11-02
Description
Meta's massive AI infrastructure spending spree, including two new data centers and a projected $600 billion investment in US infrastructure, has raised concerns on Wall Street. Despite a surge in operating and capital expenditures, Meta's AI investment hasn't translated into significant revenue. Following a drop in stock price and market value, investors are eager for Meta to deliver tangible results and prove that these colossal investments will pay off.
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