Meta Platforms(US:META) Huan Qiu Wang Zi Xun·2025-11-17 06:04Group 1 - The explosive growth in investment in artificial intelligence infrastructure has raised concerns about whether the latest boom among large tech companies is heading towards a bubble [1] - Meta plans to invest up to $72 billion in artificial intelligence infrastructure this year, with expectations for even higher spending next year [2] - Meta's investments in AI have already generated billions in revenue, improving its advertising tools and content ranking algorithms [2] Group 2 - Meta's CEO, Mark Zuckerberg, expressed a willingness to risk missing out on hundreds of billions of dollars rather than fall behind in the development of superintelligence [2] - Despite the significant amounts of capital being invested, Meta's Chief Marketing Officer, Alex Schultz, stated that the current investment levels, while aggressive, do not reach the point of being irrational compared to historical bubbles [2] - Meta's projected revenue for this year is approximately $200 billion, with a market capitalization around $1.5 trillion [2]