Zuckerberg says WhatsApp is "the leading surface where people engage with Meta AI"

An investment analysis argues that Mark Zuckerberg has highlighted WhatsApp's role in distributing Meta's artificial-intelligence assistant, treating the app's reach as a key advantage in the company's AI push. The article cites Meta's July earnings call, where Zuckerberg said the company had received many offers for computing capacity at prices above its costs and expected stronger margins from AI services than from renting out raw computing power. It also notes a planned one-gigawatt data center in El Paso with BlackRock, more than one million businesses using Meta's agents weekly on WhatsApp and Messenger, and Advantage Plus at a $75 billion annual revenue rate. The analysis contends this AI infrastructure and service business is not yet valued like a cloud operation, even as free cash flow fell amid higher capital spending.