Meta's generative AI engagement is skyrocketing across platforms, but investors are demanding clear visibility on revenue returns amid climbing capital expenditures.

Leading cloud hyperscalers have earmarked upwards of $200 billion in annual capital expenditure, accelerating advanced packaging, high-bandwidth memory, and foundry expansion worldwide.

Venture capital dealmaking has bifurcated, with early-stage artificial intelligence startups capturing premium pricing while growth-stage companies prioritize positive cash flow.