Meta raises 2026 capex guidance to $130 billion as Zuckerberg explains dual compute strategy

Earnings Impact 4
โดย Moneywise.com under the title·Read original
Summary · why it matters

Meta has raised the lower end of its 2026 capital expenditure guidance to $130 billion from $125 billion, with spending potentially reaching $145 billion. CEO Mark Zuckerberg told investors the company plans to monetize some of its current computing capacity in the short term while continuing to invest heavily in future infrastructure, noting that demand for compute far exceeds supply. The company is building 27 data centers across the U.S. and has launched a training program with CBRE to address a shortage of qualified construction workers. Quarterly capex hit $31.1 billion, roughly equal to operating cash flow, which initially sent shares lower before they recovered.

Impact on stocks 3

Artificial Intelligence▲ · 2 stocks
Meta Platforms Inc.
META
▲ PositiveCapitalrelevance

Meta raises 2026 capex guidance to $130B, indicating strong investment and growth plans.

Real Estate▲ · 1 stocks
CBRE Group Inc Class A
CBRE
▲ PositiveDemandrelevance

CBRE partners with Meta on training program to address construction worker shortage, benefiting from Meta's data center buildout.

Theme Impact 5

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