Meta's AI Bet and the Revenue Risk | Raleigh News

Raleigh News Today | 2 Min News | The Daily News Now! · Aug 3, 2026 · 1m

Meta’s AI spending is skyrocketing, with billions poured into infrastructure as rivals like Amazon and Microsoft follow suit — but the real test is whether this investment will actually generate new revenue. Despite a recent 2026 spending bump, Meta’s massive 3.6 billion daily users give it a powerful foundation to build on, with Morgan Stanley projecting $9 per share in earnings by 2028. Key opportunities include becoming a “neocloud” for renting computing power, selling AI-powered tools like Business Agents, and expanding services like AI search and subscriptions. Strong ad revenue — up…