back
Get SIGNAL/NOISE in your inbox daily

Meta smashed Wall Street expectations in Q2 2025, reporting $47.52 billion in revenue (up 22%) and $18.34 billion in net profit (up 36%), while CEO Mark Zuckerberg outlined his vision to “bring personal superintelligence to everyone.” The tech giant now reaches 3.48 billion daily active users across its family of apps and is making massive AI investments to compete with Google and OpenAI in the race toward artificial general intelligence.

What you should know: Meta’s financial performance significantly exceeded analyst predictions across all key metrics.

  • Revenue hit $47.52 billion versus the expected $44.8 billion, with earnings per share of $7.14 compared to the forecasted $5.92.
  • The company issued bullish Q3 guidance, projecting revenue between $47.5-$50.5 billion, representing 17% to 24% growth.
  • Daily active users across Facebook, Instagram, Messenger, WhatsApp, and Threads reached 3.48 billion in June, up 6% year-over-year.

Zuckerberg’s superintelligence vision: The Meta CEO positioned his company as democratizing AI capabilities rather than centralizing them.

  • “Meta’s vision is to bring personal superintelligence to everyone. We believe in putting this power in people’s hands to direct it towards what they value in their own lives,” Zuckerberg wrote.
  • He contrasted this approach with “others in the industry who believe superintelligence should be directed centrally towards automating all valuable work, and then humanity will live on a dole of its output.”
  • Zuckerberg predicted that as AI trends continue, people will “spend less time in productivity software, and more time creating and connecting.”

In plain English: Superintelligence refers to AI systems that could potentially surpass human intelligence across all areas. Zuckerberg envisions giving everyone access to their own personal AI assistant rather than having a few tech companies control all the powerful AI systems centrally.

Massive AI investments: Meta is spending heavily to accelerate its artificial intelligence capabilities and compete with industry leaders.

  • The company announced a $14.3 billion investment in AI-training startup Scale AI last month.
  • Scale founder and CEO Alexandr Wang is joining Meta as chief AI officer and will co-lead the new Meta Superintelligence Labs.
  • CFO Susan Li narrowed the 2025 capital expenditure range to $66-$72 billion, with the midpoint representing approximately $30 billion more than 2024 spending.

Looking ahead: Meta expects continued aggressive investment in AI infrastructure and capabilities.

  • The company anticipates “similarly significant” capital expenditure growth in 2026 to “continue aggressively pursuing opportunities to bring additional capacity online.”
  • Meta employed 75,945 people as of June 30, 2025, representing a 7% year-over-year increase.
  • The company maintained strong financial positioning with $47.07 billion in cash and equivalents and $8.55 billion in free cash flow for Q2.

Recent Stories

Oct 17, 2025

DOE fusion roadmap targets 2030s commercial deployment as AI drives $9B investment

The Department of Energy has released a new roadmap targeting commercial-scale fusion power deployment by the mid-2030s, though the plan lacks specific funding commitments and relies on scientific breakthroughs that have eluded researchers for decades. The strategy emphasizes public-private partnerships and positions AI as both a research tool and motivation for developing fusion energy to meet data centers' growing electricity demands. The big picture: The DOE's roadmap aims to "deliver the public infrastructure that supports the fusion private sector scale up in the 2030s," but acknowledges it cannot commit to specific funding levels and remains subject to Congressional appropriations. Why...

Oct 17, 2025

Tying it all together: Credo’s purple cables power the $4B AI data center boom

Credo, a Silicon Valley semiconductor company specializing in data center cables and chips, has seen its stock price more than double this year to $143.61, following a 245% surge in 2024. The company's signature purple cables, which cost between $300-$500 each, have become essential infrastructure for AI data centers, positioning Credo to capitalize on the trillion-dollar AI infrastructure expansion as hyperscalers like Amazon, Microsoft, and Elon Musk's xAI rapidly build out massive computing facilities. What you should know: Credo's active electrical cables (AECs) are becoming indispensable for connecting the massive GPU clusters required for AI training and inference. The company...

Oct 17, 2025

Vatican launches Latin American AI network for human development

The Vatican hosted a two-day conference bringing together 50 global experts to explore how artificial intelligence can advance peace, social justice, and human development. The event launched the Latin American AI Network for Integral Human Development and established principles for ethical AI governance that prioritize human dignity over technological advancement. What you should know: The Pontifical Academy of Social Sciences, the Vatican's research body for social issues, organized the "Digital Rerum Novarum" conference on October 16-17, combining academic research with practical AI applications. Participants included leading experts from MIT, Microsoft, Columbia University, the UN, and major European institutions. The conference...