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Meta Platforms

METAcustomer

Meta Platforms is the world's largest social media company and one of the biggest buyers of AI infrastructure. Its open-source Llama models and massive GPU clusters make it a key player in the AI ecosystem, while its advertising business generates the cash to fund $40B+ annual capex.

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Produits et revenus

Part de revenus par produit

Répartition du chiffre d'affaires ($185.4B)

Données statiques (chargement des finances en temps réel…)

Family of Apps (Advertising) (92%)
Reality Labs (8%)

Composition des segments et principaux clients

Détails du produit

Facebook / Instagram Ads78%

Social-media advertising across the family of apps

Llama AI Models3%

Open-source large language models and enterprise AI

WhatsApp Business5%

Business messaging and payments platform

Reality Labs8%

Quest VR headsets, Ray-Ban Meta glasses, and metaverse R&D

Reels & Video6%

Short-form video monetization competing with TikTok

Relations dans la chaîne d'approvisionnement

Fournisseurs clés

NVIDIA Corporation

GPU clusters for LLM training

Impact: Critical — largest single GPU buyer by unit count

Taiwan Semiconductor Manufacturing Company

Custom MTIA chip fabrication

Impact: Growing — custom silicon program

Partenaires

Microsoft Corporation

Open-source AI collaboration, Azure hosting

Impact: Strategic partnership

Concurrents

Alphabet Inc. (Google)

Digital advertising, AI

Impact: Primary ad competitor

Contexte macro et de marché

AI / 클라우드Actualités du secteur

하이퍼스케일러 AI 인프라 투자 급증 — 수혜 종목 선별 중요

AI 인프라 투자 (2026E)

$320B

AWS 성장률

+37% YoY

AI 소프트웨어 침투율

18%

GPU 리드타임

6~9개월

Prochains catalyseurs

◆Meta/GOOGL/MSFT/AMZN Q1 실적 (2026.04~05)◆OpenAI GPT-5 출시 영향◆NVIDIA GB300 기반 H200 교체 사이클

Problèmes de chaîne d'approvisionnement

↑ 생산 확대MTIA v2 맞춤 AI칩 — 추론 인프라 전환
2026-04

메타 자체 AI 추론칩 MTIA v2 대규모 배포 시작. 전체 AI 추론 워크로드 60% 자체칩으로 처리 목표.

★ 기회Llama 4 오픈소스 공개 — 생태계 확장
2026-03

Llama 4 멀티모달 모델 오픈소스 공개. 엔터프라이즈 채택 급증으로 Meta AI 플랫폼 점유율 확대.

Signaux institutionnels

InstitutionActionValeurTrimestreDate de dépôt
BlackRockaccumulating$2.2B2024.062024-08-13↑
BlackRockaccumulating$923M2024.062024-08-13↑
BlackRockaccumulating$1.1B2024.062024-08-13↑
BlackRockaccumulating$67M2024.062024-08-13↑
BlackRockaccumulating$161M2024.062024-08-13↑
BlackRockaccumulating$3.2B2024.062024-08-13↑
BlackRockaccumulating$1.5B2024.062024-08-13↑
BlackRockaccumulating$29.0B2024.062024-08-13↑
BlackRockaccumulating$24.2B2024.062024-08-13↑
BlackRockaccumulating$1.9B2024.062024-08-13↑
BlackRockaccumulating$3.0B2024.062024-08-13↑
BlackRockaccumulating$1.2B2024.062024-08-13↑
BlackRockaccumulating$1.6B2024.062024-08-13↑
BlackRockreducing$12M2024.062024-08-13↓
BlackRockaccumulating$7.8B2024.062024-08-13↑
BlackRockaccumulating$277M2024.062024-08-13↑
BlackRockaccumulating$313M2024.062024-08-13↑
BlackRockaccumulating$738M2024.062024-08-13↑
BlackRockaccumulating$222M2024.062024-08-13↑
BlackRockreducing$9M2024.062024-08-13↓
BlackRockaccumulating$53M2024.062024-08-13↑
BlackRockreducing$1M2024.062024-08-13↓
BlackRockaccumulating$1.7B2024.062024-08-13↑
BlackRockreducing$101K2024.062024-08-13↓
BlackRockreducing$101K2024.062024-08-13↓
BlackRockreducing$2M2024.062024-08-13↓
BlackRockreducing$16M2024.062024-08-13↓
BlackRockreducing$958K2024.062024-08-13↓
BlackRockreducing$50K2024.062024-08-13↓
BlackRockreducing$8M2024.062024-08-13↓
Vanguard Groupaccumulating$117.7B2025.122026-01-29↑
Vanguard Groupaccumulating$8.2B2025.122026-01-29↑
Vanguard Groupreducing$3K2025.122026-01-29↓
Vanguard Groupaccumulating$2.3B2025.122026-01-29↑
Vanguard Groupaccumulating$676M2025.122026-01-29↑
Vanguard Groupaccumulating$3.1B2025.122026-01-29↑
Vanguard Groupreducing$1M2025.122026-01-29↓
State Streetaccumulating$60.0B2025.122026-02-13↑
Wellington Managementaccumulating$5.1B2025.122026-02-17↑
Wellington Managementaccumulating$218K2025.122026-02-17↑
Wellington Managementaccumulating$125M2025.122026-02-17↑
Wellington Managementaccumulating$61M2025.122026-02-17↑
Wellington Managementaccumulating$15M2025.122026-02-17↑
Wellington Managementaccumulating$27M2025.122026-02-17↑
Wellington Managementaccumulating$38M2025.122026-02-17↑
Wellington Managementaccumulating$314M2025.122026-02-17↑
Wellington Managementaccumulating$25K2025.122026-02-17↑
Wellington Managementaccumulating$4M2025.122026-02-17↑
Wellington Managementaccumulating$93M2025.122026-02-17↑
Wellington Managementaccumulating$9K2025.122026-02-17↑
Pershing Square Capitalnew position$1.8B2025.122026-02-17↑
FMR (Fidelity)accumulating$59.4B2025.122026-02-17↑
FMR (Fidelity)accumulating$21M2025.122026-02-17↑
FMR (Fidelity)accumulating$12.1B2025.122026-02-17↑
FMR (Fidelity)accumulating$5.3B2025.122026-02-17↑
FMR (Fidelity)accumulating$598M2025.122026-02-17↑
FMR (Fidelity)accumulating$3.3B2025.122026-02-17↑
FMR (Fidelity)accumulating$53M2025.122026-02-17↑

Actionnariat institutionnel

Base 13F · Q4 2025
InstitutionVariation% de détentionTrim. préc.ActionsValeurSEC
VanguardMaintenue7.00%—990.0M actions$58,000M13F
FidelityAugmentée0.29%—41.0M actions$2,400M13F
Capital GroupAugmentée0.73%—104.0M actions$6,100M13F
D1 CapitalNouveau0.11%—15.0M actions$890M13F
Détention totale suivie: 8.13%Valeur totale: $67,390MBasé sur SEC EDGAR 13F-HR · délai de 45 jours

Actualités récentes

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Analyse IA

Cliquez sur « Obtenir l'analyse IA » pour une analyse de la chaîne d'approvisionnement de Meta Platforms par intelligence artificielle.

Informations sur l'entreprise

Siège social

Menlo Park, California, USA

Fondée en

2004

Effectifs

72,000+

Score d'écart médiatique

Score d'écart15
Écart faibleÉcart élevé

Activité institutionnelle

90

Score médiatique

85

Position dans la cascade

Rôle dans la cascade

mid cap

Délai typique

1-5 trading days

Meta's AI capex follows the same GPU procurement cycle, though driven by AI model training rather than cloud revenue.

Voir la cascade complète

Aperçu du secteur — AI / 클라우드

Actualités du secteur

하이퍼스케일러 AI 인프라 투자 급증 — 수혜 종목 선별 중요

AI 인프라 투자 (2026E)

$320B

AWS 성장률

+37% YoY

AI 소프트웨어 침투율

18%

GPU 리드타임

6~9개월

Thèmes clés

  • •Capex 폭증 — MSFT/GOOGL/META/AMZN 합산 $200B+ (2026)
  • •Inference 수요 → 맞춤형 AI칩(MRVL·ORCL 수혜)
  • •SaaS → AI-as-a-Service 전환 가속

Prochains catalyseurs

  • ◆Meta/GOOGL/MSFT/AMZN Q1 실적 (2026.04~05)
  • ◆OpenAI GPT-5 출시 영향