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"$META CEO @finkd cited massive compute demand Q3 2025 vs Q3 2024 Revenue $51.24B vs $40.59B +26% (+$10.65B) EPS $XXXX vs $XXXX XX% (+$1.22) Operating Income $20.54B vs $17.50B+17% (+$3.04B) XX% growth at this SIZE what AI bubble Have many companies seen this kind of growth at this size And Mark Zuckerbeg highlighted a recurring challenge: despite "aggressive" planning for AI infrastructure demand for compute capacity has consistently outpaced supply. He noted "To date we keep on seeing this pattern where we build some amount of infrastructure to what we think is an aggressive assumption and"
X Link @MikeLongTerm 2025-10-30T13:03Z 17.2K followers, 3525 engagements