IT之家 · IT业界T2·68 pts
- AI-enhanced advertising: Ad impressions rose 10% YoY and average price per ad increased 14%, highlighting direct revenue gains from algorithm optimization.
- High capital expenditure: Q3 capex reached $34.91 billion, with full-year guidance at $135-145 billion, reflecting massive investment in AI infrastructure.
- Narrowing Reality Labs losses: VR/AR operational losses decreased YoY, projected to drop to ~$15 billion by 2027.