Meta Platforms: The radical all-in bet on global AI infrastructure and the end of the smartphone era

Meta Platforms (META) dominates digital attention and controls the social interactions of 3.5 billion daily active users. This leads to an unprecedented treasure trove of social data, which now serves as the perfect fuel for the ultimate AI machine. Dan Ives, Head of Tech Research at Wedbush Securities, sees the clear winner in the AI arms race here as Mark Zuckerberg relentlessly shifts the balance sheet towards future technology. Those who have access to half the world's population and integrate this reach with artificial intelligence are building...