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Meta and Microsoft are making big moves in opposite directions after earnings
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DG Verifications & Stats
Meta appeared to gain approval from investors to keep putting money into AI.
The social media giant issued strong guidance and said it plans to funnel between $115 billion and $135 billion AI spending this year.
However, the company’s 24% year-over-year revenue growth, fueled primarily by online advertising, seemed to ease previous worries.
The company’s demand backlog rose to $625 billion, up 110%, with a $250 billion cloud agreement from OpenAI during the period.
Enterprise AI will be the largest driver of return on the multi-trillion dollar supercycle of investment in AI infrastructure.”WATCH: Meta jumps on earnings beat, strong Q1 guidanceAd