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$Meta Platforms, Inc.(META)$ is muscling its way into the first echelon of AI in terms of compute scale but the market may still treat it as Capex pressure rather than a clean AI winner.
This is because Meta's business model does not monetise compute the way Microsoft, NVIDIA or even Amazon do. Meta is building an AI empire but not yet an AI economy.
My thoughts: Meta is first echelon in ambition and compute scale but second echelon in monetisation and business model.
Meta is building an AI superpower but chip, memory, fibre and cooling companies will monetise Meta's ambition faster than Meta itself.
@Tiger_comments @TigerStars @Tiger_SG
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