Meta just posted one of its strongest earnings reports to date, and it’s all about AI.
Q2 2025 results:
– $47.5B in revenue, up 22% year over year
– $7.14 earnings per share, beating expectations by a wide margin
– Stock rose around 12% after hours, reaching all-time highs
The real headline: Meta is going all-in on superintelligence.
Key developments:
– Launch of Meta Superintelligence Labs, led by Scale AI’s founder
– Over 2 million advertisers now use Meta’s AI creative tools to improve ad performance
– Sales of Meta’s AI-powered smart glasses more than tripled year over year
– CapEx raised to $66–72B for 2025, mainly to scale AI infrastructure
– Zuckerberg claims that people without AI glasses will soon be at a “cognitive disadvantage.”
Ad revenue remains Meta’s engine, but the underlying tech is shifting fast. AI is now deeply embedded in Meta’s creative workflows, ad tools, and hardware strategy.
Zuckerberg is positioning Meta to compete not just in social or VR, but in the AI arms race, focusing on personal superintelligence instead of centralized AGI.
The next user interface might not be a phone or laptop it could be wearable AI.
