Meta’s Mark Zuckerberg laid out his AI vision that outperformed Q2 expectations and sent shares soaring
Investment
Fortune

Meta’s Mark Zuckerberg laid out his AI vision that outperformed Q2 expectations and sent shares soaring

July 30, 2025
11:26 PM
3 min read
AI Enhanced
investmenttradingfinancialtechnologyaimarket cyclesseasonal analysiseconomic

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Meta reported strong financial performance on Wednesday, with revenue rising 22% to $47.5 billion.

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3 min read

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investment

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Published

July 30, 2025

11:26 PM

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Fortune

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investmenttradingfinancialtechnologyaimarket cyclesseasonal analysiseconomic

·MetaMeta’s Mark Zuckerberg laid out his AI vision that outperformed Q2 expectations and sent s soaringBy Amanda GerutBy Amanda GerutNews Editor, West CoastAmanda GerutNews Editor, West CoastAmanda Gerut is the west coast editor at Fortune, overseeing publicly traded es, executive compensation, Securities and Exchange Commission regulations, and investigations.SEE FULL BIO Mark Zuckerberg, chief executive officer of Meta Platforms Inc., during the Meta Connect event in Menlo Park, California, US, on Wednesday, Sept. 25, 2024

David Paul Morris/Bloomberg via Getty ImagesMeta Platforms CEO Mark Zuckerberg spent a lot of time during the past few months building his news superintelligence AI team

Meta Platforms CEO Mark Zuckerberg expects to der “personal superintelligence for everyone” but his ambitious bets on AI are impacting the company’s cash flows and are ly to hit expenses even harder as Meta soups up its AI capabilities and continues its hiring spree

The social media giant spent $17 billion on capital expenditures during the quarter, mostly on AI infrastructure and data centers and it expects to continue to spend heavily through 2026

Still, Meta’s s soared 11.5% in after-hours trading after dering blockbuster second quarter financial results

Revenue cruised 22% higher to $47.5 billion, and its core advertising generated $46.6 billion in ad revenue across Facebook, Instagram, WhatsApp, and Messenger

Daily active users grew to 3.5 billion people and fit margins imved, with net income rising 36% to $18.3 billion compared to last year. “The intersection of nology and culture is where Meta focuses,” said Zuckerberg in an Instagram reel defining Meta’s aims for superintelligence

The new lab will focus on the next generation of Meta’s models, he said. $META CFO signals sharp rise in CapEx for 2026 ".we currently expect another year of similarly significant CapEx $ growth in 2026, as we continue aggressively pursuing opportunities to bring additional capacity online to meet the needs of our AI efforts & operations" https://t.co/BDmytHqFBA— The Transcript (@TheTranscript_) July 30, 2025 Zuckerberg said the company is building an “elite, talent-dense team,” led by one of the world’s youngest billionaires, Alexandr Wang. “I spent a lot of time building this team this quarter,” said Zuckerberg. “The reason so many people are excited to join is because Meta has all of the ingredients required to build leading models and der them to billions of people.” The new superintelligence team will have access to “unparalleled compute” as Meta builds out new gigawatt+ clusters. “We’re making all these investments because we have conviction that superintelligence is going to imve every aspect of what we do,” Zuckerberg said

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