By Adam Spatacco
Publication Date: 2025-12-31 16:14:00
Nvidia may get most of the headlines, but another tech player is quietly building an AI empire of its own.
It’s no secret that artificial intelligence (AI) has been the main theme fueling the action on Wall Street over the last few years. Specifically, the levels of demand for high-performance GPUs, networking equipment, and data centers have dominated the bulk of the AI narrative to date.
But what about monetization? Assessing which companies — other than Nvidia (NVDA +0.76%) — are truly generating measurable AI-driven growth can be challenging.
In my view, AI-focused investors should keep Meta Platforms (META 0.42%) on their radar in 2026. While its megacap peers are receiving the lion’s share of the attention, the social media leader could be on the cusp of becoming AI’s next big contributor.
Image source: Getty Images.
Meta’s AI revenue is leaving the competition in the dust
Meta owns and operates four massive social media platforms — Facebook, Messenger, Instagram, and WhatsApp. Across its “family of apps,” the company serves 3.5 billion daily active users, on average. So it’s not surprising that advertisers are eager to get in front of Meta’s massive audience.
During the third quarter, Meta generated $51.2 billion in revenue, $50 billion of which came from its advertising segment. This represented 26% growth year over year. While that’s impressive, it was not enough to get Wall Street excited.
Where things get interesting is how Meta is maintaining its growth…
