2 1 Shi Ji Jing Ji Bao Dao·2025-08-01 00:45Group 1: Meta's Performance and Ambitions - Meta reported a strong performance with total revenue increasing by 22% year-over-year, driven by robust growth in its advertising business, resulting in a net profit of $18.3 billion, a 36% increase year-over-year, marking the tenth consecutive quarter of exceeding expectations [2] - Over 4 million advertisers have adopted Meta's AI advertising tool, Advantage+, which has improved advertising returns by 22%, indicating that AI is enhancing the effectiveness of ad spending [2] - CEO Mark Zuckerberg outlined an ambitious vision for "Personal Superintelligence," suggesting future AI assistants could exist in the form of glasses, capable of constant interaction [3] - Meta is heavily investing in AI, acquiring 49% of Scale AI for $14.3 billion and appointing its CEO as Meta's Chief AI Officer, while also establishing a superintelligence lab to attract top AI talent with a total compensation exceeding $200 million [3] Group 2: Microsoft's Financial Strength and AI Investments - Microsoft reported total revenue of $76.4 billion, an 18% year-over-year increase, with net profit reaching $27.2 billion, a 24% increase year-over-year; Azure's annual revenue surpassed $75 billion, growing by 34% [4] - Microsoft's cloud revenue for the quarter was $46.7 billion, reflecting a 27% year-over-year increase, and following the earnings report, Microsoft's stock surged, pushing its market capitalization above $4 trillion [4] - The company plans to invest over $80 billion in capital expenditures for the 2025 fiscal year, primarily for building AI data centers and supporting the expansion of AI services [4]