The 100-Billion-Dollar Poker Game: Meta Sets the Standard While Microsoft Struggles – My Assessment of the AI Capex Race!
Meta proves that massive capex increases are rewarded – when the monetization narrative is right and measurable AI efficiency gains are already present!
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The current earnings season reveals a fundamental truth in the tech sector: Not every billion invested in AI will be valued equally by the market. I am quite surprised to see Meta celebrated for its planned capex explosion of 115-135 billion USD, while Microsoft has temporarily lost 240 billion USD in market capitalization with 38 billion USD per quarter. The decisive difference lies in the monetization narrative: Meta is already demonstrating today that AI-driven advertising systems deliver higher efficiency and price quality – an immediately...
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