Meta's AI spending spree has even the most bullish stock analysts wondering: How much capex is too much?

Core Viewpoint - Meta Platforms is facing challenges in profitability due to aggressive spending on artificial intelligence (AI) infrastructure according to a new investor note from Wall Street [1] Summary by Relevant Categories Company Financials - The aggressive investment in AI infrastructure is expected to negatively impact Meta's profitability [1] Industry Trends - The trend of increasing expenditure on AI among tech giants is raising concerns about long-term profitability in the sector [1]