Real-Time AI Is the Next Wave, and Meta Platforms Could Be a Big Winner

At the Pure Accelerate Summit in Las Vegas, Rob Lee, Chief Technology and Growth Officer at Everpure (formerly Pure Storage), told a Bloomberg Businessweek Live audience that enterprise AI conversations have flipped. Six to 12 months ago, discussions centered on experimentation; now they open with ROI questions.

Real-Time AI as the Next Wave

Lee believes the next wave of AI is "real-time" — making decisions instantly based on streaming data. This requires robust infrastructure and rapid data processing capabilities.

Why Meta Platforms (META) Could Be a Massive Winner

Meta Platforms (META) possesses vast data infrastructure and expertise in real-time data processing across its platforms (Facebook, Instagram). Its investments in AI, including the open-source Llama model, position it well to lead this wave.

Broader Context

Analysts expect real-time AI applications to grow in areas like customer service, e-commerce, and autonomous vehicles. Companies like Meta with data and infrastructure will benefit most.

What This Means for Investors

While still early, Meta's focus on real-time AI could drive long-term revenue growth. Investors should monitor execution and competition.