September 17, 2025 5 min read
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Meta Platforms’ AI revenue is expected to take off.
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The company’s AI tools help drive greater engagement among users and boost advertisers’ returns.
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Meta’s ability to outperform in digital advertising could propel it into the $3 trillion market cap club.
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There are now four companies in the world that are worth more than $3 trillion (Alphabet joined this list this week), and the fast-growing adoption of artificial intelligence (AI) technology has played a key role in helping all four exceed this benchmark.
Nvidia, the world’s largest company, dominates the AI chip market. Meanwhile, Microsoft‘s tremendous revenue backlog created by the booming demand for its AI cloud and productivity services is one of the reasons why it is the second-biggest company in the world. Apple, the other name on the $3 trillion-plus market cap list, is also looking to capitalize on the proliferation of AI to supercharge its growth. Alphabet, like Microsoft, is a cloud computing player and digital advertising leader.
However, there is another big tech company that’s winning big from AI adoption within its industry and could witness outstanding growth. Let’s take a closer look at that name and check why it has the potential to enter the $3 trillion market cap club ahead of peers, including Amazon.
Meta Platforms (NASDAQ: META) is the sixth-largest company in the world with a market cap of $1.9 trillion. It is known for its family of social media applications, including Instagram, Facebook, Threads, and WhatsApp, which have billions of users. This puts Meta in a terrific position to capitalize on the massive digital advertising market.
Grand View Research estimates that the digital ad market could generate $1.1 trillion in revenue in 2030. That would be a huge improvement over last year’s revenue of $488 billion. Meta is taking advantage of AI to ensure that it can corner a nice chunk of this massive addressable opportunity on offer. It is using AI to drive stronger engagement across its apps, apart from giving advertisers access to AI tools so that they can improve audience targeting and create ad campaigns easily.
For instance, smaller advertisers can use Meta’s generative AI creative tools to create and optimize ad campaigns for Facebook and Instagram, eliminating the need to hire a separate agency. Meanwhile, the AI-recommended content that’s driving an increase in time spent on both Facebook and Instagram is another positive for advertisers since they have a chance to capture more eyeballs.
