Meta Doubles Down on AI: Soaring Profits Fuel Massive Investment in Superintelligence

Record-Breaking Profits Signal a New Era for Meta

Over the past twelve months, Meta—parent company of Facebook, Instagram, and WhatsApp—has posted extraordinary financial results, with $71.5 billion in net profit and $179 billion in total revenue. These figures highlight the company’s explosive growth, largely attributed to the successful integration of artificial intelligence into its core businesses.

Wall Street reacted strongly to Meta’s latest quarterly earnings report, released on July 30. The tech giant’s shares surged more than 11% in after-hours trading, reaching $780 per share. This marks a significant turnaround from the fall of 2022, when Meta’s valuation had dropped drastically as CEO Mark Zuckerberg poured billions into the metaverse—a venture that, while ambitious, failed to gain traction and allowed Instagram to fall behind competitors like China’s TikTok.

A Strategic Pivot Toward AI Superintelligence

Now, Meta is reaping the rewards of its AI strategy. With revenue in Q2 2025 up 22% year-over-year and net income rising 36%, the company is on solid footing to pursue even more aggressive technological ambitions. Buoyed by this momentum, Meta plans to invest close to $70 billion in 2025, a sharp increase of $30 billion from the previous year.

Meta’s renewed focus is firmly on artificial intelligence, particularly superintelligence—a term often used to describe AI systems that surpass human capabilities. According to Minda Smiley, senior analyst at Emarketer, Meta’s investments in AI are already paying off in its advertising business, boosting revenue and giving the company a technological edge. However, she also noted that Meta’s high spending levels could continue to face scrutiny from investors seeking quicker returns.

Q3 Outlook Exceeds Wall Street Expectations

Meta has set high expectations for the third quarter of 2025. The company forecasts revenue between $47.5 billion and $50.5 billion, well above the $46.17 billion consensus estimated by analysts via LSEG. The updated guidance also factors in a 1% revenue boost due to a weaker U.S. dollar.

Despite not providing specific guidance for Q4, Meta has cautioned that year-over-year growth for the October–December period is expected to be slower than in Q3. Still, the overall trajectory remains positive.

Capital Spending Revised Upward

Reflecting its aggressive AI roadmap, Meta has raised the lower end of its capital expenditure guidance by $2 billion, setting its 2025 investment range between $66 billion and $72 billion. This adjustment underscores the company’s determination to outpace competitors in AI development.

Meta also expects both its total operating expenses and capital spending to rise significantly in 2026, as it continues building infrastructure and capabilities to support its AI goals.

Q2 Results Break New Records

Meta’s Q2 performance exceeded analysts’ expectations across the board. The company reported record revenue of $47.52 billion, compared to the forecasted $44.80 billion. Earnings per share reached $7.14, far surpassing the anticipated $5.92.

These figures confirm that Meta’s pivot from the metaverse to artificial intelligence is not only strategic but also highly profitable, positioning the company as a leading force in the next wave of tech innovation.