Artificial intelligence and digital transformation are changing the business landscape, becoming an important opportunity for the long term in the next decade. Whether you are a technology enthusiast or a business pioneer, there are two companies worth following: Meta and Amazon. Let's take a look at how they are leading the trend in this information age.



Meta has maintained its leading position in the social media and digital advertising space while accelerating investments in AI infrastructure to drive new growth. With second-quarter revenue reaching $4.75 billion and an operating profit margin of 43%, it is clearly a revenue-generating powerhouse. The company has enhanced ad targeting and user engagement through AI technology, improving ad performance on Facebook, Instagram, WhatsApp, and Threads. Threads has already amassed over 350 million users, and WhatsApp's business messaging revenue has grown by more than 40% year-over-year. Meta is rolling out a new subscription feature for WhatsApp to help businesses connect with 1.5 billion daily active users. Additionally, the Meta AI assistant has attracted over 1 billion monthly active users, fostering user interaction through personalized recommendations and opening up new revenue models.

Amazon is equally ambitious in the fields of e-commerce and cloud computing. AWS has captured 30% of the global cloud infrastructure market and is leveraging AI and graphics processing technology to optimize its services. AWS's annual revenue exceeds $123 billion, and at the same time, its e-commerce business is also improving efficiency through automation and robotics technology. The advertising department is also not to be outdone, providing precise advertising services through shopping, browsing, and streaming data, which has driven the growth of advertising revenue on platforms like Prime Video, Fire TV, and Twitch.

Although these companies perform well in the market, investing in them still requires a keen eye for talent, as both have high stock valuations. However, as the waves of AI, cloud computing, and digital transformation continue to advance, these enterprises may bring long-term returns to investors.

In this era of transformation, what are your thoughts on investing in these giants? Feel free to share your views!
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