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Open original source ↗If Meta's Advantage+ ARR grows 1.5X in nine months from October 2025 to July 2026, its run rate would reach $90 billion – meaning it is very possible that $META is still second only to Nvidia $NVDA on AI revenue. My original analysis from 6 mos ago is below ⬇️
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Meta sits at the center of the AI spending debate, as Big Tech continues to shock markets with outsized AI capex. Yet what the market is overlooking is that Meta is already reporting $60B in AI-driven ARR, second only to Nvidia and showcasing a long-awaited ROI from the AI data center buildout. $META $NVDA https://t.co/VULYDbrPGc
Beth_Kindig ↗