Meta Bets Big on AI Superintelligence

Meta’s shift from the metaverse to artificial intelligence (AI) is making waves in the tech world. After reporting strong quarterly earnings, the company’s focus is now on achieving AI superintelligence—a goal Mark Zuckerberg believes will transform the future of technology. This strategic pivot has boosted investor confidence, with Meta’s stock price soaring over 10%, signaling that AI is now the company’s top priority.

Meta’s AI Investment Drives Stock Growth

Meta’s second-quarter revenue reached $47.5 billion, a 22% increase from last year, while daily users across Facebook, Instagram, WhatsApp, and Threads climbed to nearly 3.5 billion. According to Zuckerberg, this financial strength allows Meta to invest aggressively in AI infrastructure and talent. He highlighted the company’s superintelligence lab, which is training advanced models using “unparalleled compute power” to achieve AI that surpasses human intelligence in all aspects. Investors appear confident, pushing Meta’s market value up by $175 billion.

AI Enhances Meta’s Core Business

Unlike the metaverse initiative, Meta’s AI focus is already paying off. New AI-powered ad models have improved conversion rates—up 5% on Facebook and 3% on Instagram. Large language models are also enhancing how posts are ranked across all Meta apps, including Threads, creating a more engaging user experience. This direct impact on ad revenue demonstrates why AI has quickly overtaken the metaverse as the company’s main growth driver.

From Metaverse to AI Superintelligence

Although Meta continues to invest heavily in its Reality Labs division—spending nearly $100 billion on metaverse-related projects—its strategic emphasis has shifted. AI superintelligence represents a higher-stakes, more competitive race that could redefine Meta’s future. For Zuckerberg, this pivot is not just a gamble but a calculated move backed by the company’s financial strength—playing, as some analysts put it, “with house money.”