Meta forecasts $115 billion to $135 billion in 2026 A.I. spending
On Jan. 28, 2026, Meta said it set its capital expenditure forecast for 2026 at $115 billion to $135 billion, nearly twice the $72 billion the company spent last year, and said the increase was intended to bolster its position in the artificial intelligence race. Much of the projected spending will go to building computing facilities that power A.I.
and to hiring researchers to develop a "superintelligent" A.I. model with godlike abilities. The company noted it spent $28 billion in 2023 and $39 billion in 2024, and said the 2026 plan could yield sums "that may be even bigger than larger A.I. rivals like Google, which spent $93 billion last year." Meta said its core advertising business continued to grow: for the fourth quarter revenue was $59.89 billion, up 24 percent from a year earlier, and profit was $22.76 billion, up 9.2 percent, which the company attributed to its A.I.
investments improving ad targeting and recommendations. Mark Zuckerberg said, "Our world class recommendation systems are already driving meaningful growth across our ads systems, but we think our current systems are primitive compared to what’s to come." Meta’s stock rose 10 percent in after‑hours trading, and an independent analyst, Eric Seufert, said investors appeared less concerned about capital expenditures given the traction from A.I.
tools. After falling behind in the A.I. race last spring, Meta overhauled its A.I.
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