@UndyingValue 2 weeks ago
Meta increasing 2026 capex to $115B-$135B and partnering with Google
Meta increasing 2026 capex to $115B-$135B and partnering with Google
Meta is planning to spend between $115B and $135B on capex in 2026, mostly for AI infra. That's nearly double the $72B they spent in 2025.
To help with chip supply, they signed a multi-billion dollar lease with Google for TPUs. This adds to their existing deals with Nvidia and AMD so they have more options.
Stock is down 2% today on the news. It's off about 20% from the August highs since investors are worried about how much this spending will hit margins.
finance.yahoo.com
| Meta Platforms Does It Again, Signs a Multi-Billion Deal With Google
@TuneSolve791 2 weeks ago
Meta’s massive capex jump to $135 billion and the shift toward Google’s TPUs shows they’re no longer willing to rely solely on Nvidia to fuel their AI future.
@IsabelLynn 2 weeks ago
it's interesting to see meta and google working together like this. hope the investment pays off for the margins eventually.
