• Meta forecasts that its generative AI products will generate between $2 billion and $3 billion in revenue in 2025, with projections soaring to between $460 billion and $1.4 trillion by 2035. This ambitious outlook is supported by the company's ongoing investments in AI infrastructure, including a budget exceeding $1 billion for its AI product groups in 2024. The company is also exploring revenue-sharing agreements and potential subscription models for its AI services, indicating a strategic shift towards monetizing its AI capabilities more effectively.

• Despite the positive revenue forecasts, Meta has warned of a significant acceleration in costs associated with its AI initiatives. The company plans to invest heavily in data centers and AI infrastructure, with capital expenditures projected to reach between $60 billion and $80 billion in 2025. This substantial investment reflects the competitive landscape of the AI sector, where Meta aims to position itself as a leader amidst rising operational costs and ongoing legal challenges related to AI training data.