AI Is Making Oodles Of Money

The AI boom is translating into cold, hard cash and the numbers are absolutely staggering. Meta just crushed earnings with 22% revenue growth and $18B in quarterly income, announcing they're doubling infrastructure spending to $72B because AI features are directly driving their ad revenue growth. Microsoft wasn't far behind, delivering 18% company-wide revenue growth with Azure exploding to $75B (39% growth) and becoming only the second company in history to hit $4 trillion in market cap after adding more cloud revenue in one quarter than ever before. The OpenAI vs Anthropic battle is intensifying, with OpenAI achieving $12B ARR (that's $1B per month!) and 700M weekly ChatGPT users. Meanwhile, Anthropic has posted incredible 5x growth in just seven months, primarily driven by its dominance in the coding revolution reshaping enterprise AI. Meanwhile, Apple is down 5% while all their AI-focused competitors are surging 15-50%, showing the market is clearly punishing companies without strong AI strategies.

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