META · News · 20261031N
Capital Expenditures and AI
Meta Platforms, Inc. · 2026-10-31 · Importance 33 · Surprise 42 · In source text
Meta is expected to spend up to $145 billion on capital expenditures in 2026, including data centers, high-powered chips, and other AI infrastructure. The estimate was reported alongside planned 2026 capex of $220 billion for Amazon, up to $205 billion for Alphabet, and approximately $170 billion for Microsoft.
Key facts
- Meta's expected 2026 capital expenditure is up to $145 billion. source
- Meta is making a $37.5 billion equity offering to fund its AI infrastructure build-out. source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| cash | negative | committed | -13.7% | Meta's expected 2026 capital expenditure is up to $145 billion. |
| cash | positive | committed | +7.1% | Meta is making a $37.5 billion equity offering to fund its AI infrastructure build-out. |