Meta's AI ARR Could Hit $90B, Second Only to Nvidia
Beth_Kindig · x · 2026-07-30
An analyst highlights that Meta is already reporting $60 billion in AI-driven annual recurring revenue (ARR), second only to Nvidia in AI monetization.
According to the projection, if Meta's Advantage+ ARR grows 1.5x over the next nine months, its run rate could reach $90 billion by July 2026. This indicates that the massive AI data center buildout by Big Tech is finally generating measurable ROI.
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