When $Meta Platforms, Inc.(META)$ is pulling in around $61 billion in quarterly revenue and close to $240 billion annually, the AI spending doesn't really look like a big problem to me.
One year of heavy spending, and then you get to enjoy the AI-driven performance improvements over the next 10 to 20 years. That seems like a reasonable trade-off.
Looking at $Meta Platforms, Inc.(META)$ 's last six quarters of earnings, a slight change in EPS isn't a big deal.
$Microsoft(MSFT)$ and $Alphabet(GOOG)$ also reported good earnings.
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