Wall Street Questions Meta’s Role in the AI Race

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While companies like Google and Nvidia are winning investor confidence with clear AI strategies, Meta’s spending spree has fueled uncertainty.
Unlike OpenAI, which generates roughly $20 billion in annual revenue, Meta’s AI initiatives remain largely experimental.
Analysts warn that without a defined product or monetization plan, Meta’s massive AI bet could mirror past tech overextensions — though its strong social media base may help weather the storm.