Investments in AI infrastructure are set to boost Meta’s digital advertising business. Global spending on information technology is expected to reach $5.4 billion by 2025, driven by AI adoption. Meta Platforms saw revenues rise 22% in Q2 2025 to $47.5 billion. Amazon is focusing on cloud computing, e-commerce, and advertising for growth. AWS revenue grew 17.5% in Q2 2025 to $30.9 billion, with a backlog of $195 billion. Amazon’s advertising revenue grew 22% to $15.7 billion. Both Meta and Amazon are leveraging AI for long-term growth opportunities.

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