Meta Platforms

METAcustomer

Meta Platforms is the world's largest social media company and one of the biggest buyers of AI infrastructure. Its open-source Llama models and massive GPU clusters make it a key player in the AI ecosystem, while its advertising business generates the cash to fund $40B+ annual capex.

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Produkte & Umsatz

Umsatzanteil nach Produkt

Umsatzaufschlüsselung ($185.4B)

Statische Daten (Echtzeitfinanzen werden geladen…)

Family of Apps (Advertising) (92%)

Reality Labs (8%)

Segmentzusammensetzung und Hauptkunden

Produktdetails

Facebook / Instagram Ads78%

Social-media advertising across the family of apps

Llama AI Models3%

Open-source large language models and enterprise AI

WhatsApp Business5%

Business messaging and payments platform

Reality Labs8%

Quest VR headsets, Ray-Ban Meta glasses, and metaverse R&D

Reels & Video6%

Short-form video monetization competing with TikTok

Lieferkettenbeziehungen

Wichtige Zulieferer

NVIDIA Corporation

GPU clusters for LLM training

Auswirkung: Critical — largest single GPU buyer by unit count

Taiwan Semiconductor Manufacturing Company

Custom MTIA chip fabrication

Auswirkung: Growing — custom silicon program

Partner

Microsoft Corporation

Open-source AI collaboration, Azure hosting

Auswirkung: Strategic partnership

Wettbewerber

Alphabet Inc. (Google)

Digital advertising, AI

Auswirkung: Primary ad competitor

Makro- und Marktkontext

AI / 클라우드Sektornachrichten

하이퍼스케일러 AI 인프라 투자 급증 — 수혜 종목 선별 중요

AI 인프라 투자 (2026E)

$320B

AWS 성장률

+37% YoY

AI 소프트웨어 침투율

18%

GPU 리드타임

6~9개월

Nächste Katalysatoren

◆Meta/GOOGL/MSFT/AMZN Q1 실적 (2026.04~05)◆OpenAI GPT-5 출시 영향◆NVIDIA GB300 기반 H200 교체 사이클

Lieferketten-Probleme

↑ 생산 확대MTIA v2 맞춤 AI칩 — 추론 인프라 전환

2026-04

메타 자체 AI 추론칩 MTIA v2 대규모 배포 시작. 전체 AI 추론 워크로드 60% 자체칩으로 처리 목표.

★ 기회Llama 4 오픈소스 공개 — 생태계 확장

2026-03

Llama 4 멀티모달 모델 오픈소스 공개. 엔터프라이즈 채택 급증으로 Meta AI 플랫폼 점유율 확대.

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Unternehmensinformationen

Hauptsitz

Menlo Park, California, USA

Gegründet

2004

Mitarbeiter

72,000+

Website

about.meta.com

Kaskadenposition

Rolle in der Kaskade

mid cap

Typische Verzögerung

1-5 trading days

Meta's AI capex follows the same GPU procurement cycle, though driven by AI model training rather than cloud revenue.

Vollständige Kaskade anzeigen

Sektorübersicht — AI / 클라우드

Sektornachrichten