Metaは「効率化の年（Year of Efficiency）」から、マーク・ザッカーバーグCEOが唱える「個人の超人工知能時代（Era of Personal Superintelligence）」へと舵を切りました。2026年4月現在、AIは同社の基幹事業である広告エンジンの精度を向上させ、広告クリック率を約3%〜5%押し上げているとの報告もあります。しかし、より重要な戦略的テーマは、Broadcomとの複数年にわたるパートナーシップを通じたカスタム2nm MTIAチップの共同開発であり、NVIDIA依存度の低減と中長期的なオペレーションコストの抑制を目的としています。懸念されるリスクは、経営陣が将来の投資拡大や投資回収期間の長期化を示唆した場合、決算の数字自体が市場予想を上回っても株価が冴えない展開になり得ることです。最大のポイントは、「効率化による収益向上」が「莫大な設備投資（Capex）」のペースに追いついているかどうかにあります。
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