Meta PlatformsMETA

NASDAQ · USA · Segment 6 of 8 in the AI & digital infrastructure value chain: AI software & productivity

Facebook and Instagram pay for one of the largest AI build-outs anywhere: GPU clusters at enormous scale, the Llama models released openly, and advertising tools that are so far the clearest payoff. Meta AI and the smart glasses are the consumer end of it.

AI software & productivity: Embeds AI models into the products and workflows we already use.

Key metrics

Market cap

$1.5T

Price

$559.02

Today

+1.7%

Return YTD

−16.7%

Return 1Y

−25.6%

P/E

22.3

P/S

6.6

P/B

5.8

Data as of 2026-08-25 · updates daily after U.S. close

Theme exposure

AI softwareOpen-source modelsAdvertisingLlama modelsAI advertisingLarge GPU clusters

In the value chain

Products & services

Llama models (open source)
AI advertising tools
Meta AI assistant, smart glasses

Competitors

Google, OpenAI
TikTok (attention)

Risks

Massive AI capex without direct revenue
Platform regulation

Supply chain

← Suppliers

NvidiaNVDA AMDAMD BroadcomAVGO Arista NetworksANET Pure StoragePSTG Arm HoldingsARM

Full supply chain for META →

Same segment: AI software & productivity

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