Meta Surges with $47.5B Q2 Revenue on AI Superintelligence Push

Meta reported a strong second quarter in 2025 with revenue up 22% to $47.5 billion and net income increasing 36% to $18.3 billion, driven by growth in ad impressions and higher average ad prices across its platforms including Facebook, Instagram, WhatsApp, and Messenger. CEO Mark Zuckerberg emphasized the company's pivot toward building "personal superintelligence" for everyone, highlighting Meta's investments in generative AI technology and infrastructure, including multi-gigawatt data center clusters. Meta is aggressively recruiting top AI talent with lucrative offers and focusing on small, talent-dense teams to lead its AI efforts, following a reorganization after the lukewarm reception of its Llama 4 model. The company increased its capital expenditure forecast to up to $72 billion, aiming to fund massive AI data centers and advanced AI tools like AI-driven ad creation to enhance advertiser targeting and engagement. Instagram’s Reels and monetization of WhatsApp and Threads are key to Meta’s continued ad revenue growth, with AI enhancements playing a central role in maintaining its lucrative advertising business despite economic challenges. Zuckerberg expressed excitement about integrating superintelligence into people’s daily lives, envisioning AI that deeply understands and helps achieve users' goals.