Meta has committed roughly $600 billion toward building AI infrastructure and supporting U.S. jobs over the next several years, according to Chief Global Affairs Officer Joel Kaplan. During a recent television interview, Kaplan described the company’s vision as creating a “personal superintelligence” for every user, leveraging its proprietary Llama large language model and custom AI chips. Management expects this ongoing investment to exceed Wall Street’s forecasts, positioning Meta to compete directly with hyperscale cloud providers and chipmakers in the emerging AI arms race.

Data from market‐intelligence firm Sensor Tower shows that more than 50 percent of Instagram ads ran on Reels in 2025, up from 35 percent a year earlier. In the U.S., users spent 46 percent of their time in the Instagram app watching Reels—up from 37 percent in 2024—while on Facebook 29 percent of app time was devoted to short-form video. Although Reels yields lower monetization efficiency than the main feed, Meta CEO Mark Zuckerberg disclosed last year that the Reels annual run rate has surpassed $50 billion, and analysts forecast overall ad revenues could continue growing as engagement shifts toward video.

According to Similarweb data, Meta’s Threads app now attracts approximately 141.5 million daily active users on iOS and Android, surpassing the roughly 125 million mobile users on Elon Musk’s X platform. This mobile usage lead underscores Meta’s ability to leverage its broader social-app ecosystem, even though web-based visits to Threads remain below those of X. Growth in Threads comes as Meta prepares to integrate advanced AI features and potential monetization channels into its text-based platform.

Meta’s full-year capital expenditures for 2025 are forecast in the range of $70 billion to $72 billion, driven by data center expansion and AI compute build-out. Management has warned that capex levels will stay elevated in 2026 to support new data centers and custom chip deployments. Investors should watch for how efficiently these investments translate into higher engagement, improved ad targeting via AI-driven recommendation systems, and eventual margin expansion as infrastructure scales.