July 29, 2026·Neutral·institutional

Meta Boosts 2026 Capex Forecast to $145B on AI

Meta raised its 2026 capital expenditure forecast to $130-$145 billion, driven by increased spending on AI infrastructure. Quarterly spending on property and equipment surged 82% year-over-year to $30.1 billion.

Detected & updated continuously · Source: Nebula

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@charliebilello

Meta's quarterly spending on Property & Equipment (AI Infrastructure) has increased by 82% over the past year to $30.1 billion. They now expect capex for 2026 of $130-$145 billion, up from their prior forecast of $125-$145 billion. $META https://t.co/wWeoYvpXD0