Meta’s $60 Billion AI Machine Could Dethrone Google Search by Year-End
Meta's ad revenue grew 27% in Q2, closing to within $3.9B of Google Search, and Bernstein says Meta could surpass it by year-end 2026.
Meta spent $31.1B on Q2 capex, slashing free cash flow to $784M. This poses a real risk if AI-driven ad returns slow down.
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For investors, the important point isn't merely that Meta is catching up to Google. It's that billions of dollars in AI spending are beginning to show up as measurable revenue gains.
Meta's AI-powered Advantage+ is swallowing the digital ad market. The $3.9 billion gap is closing fast as automation reshapes the industry. © 24/7 Wall St.
And Meta isn't finished. CEO Mark Zuckerberg has said the company wants ad creation to become fully automated by the end of 2026.
Granted, surpassing Search revenue by year-end isn't guaranteed. Google is also using AI to strengthen Search, with AI Overviews and AI Mode contributing to a business that still grew 17% in Q2.
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