Meta expected to raise 2026 capital expenditure guidance above $135 billion
Updated
Updated · MarketWatch · Apr 29
Meta expected to raise 2026 capital expenditure guidance above $135 billion
10 articles · Updated · MarketWatch · Apr 29
Analyst Saken Ismailov anticipates Meta will increase its 2026 capex outlook beyond the previous $115–$135 billion range due to surging AI infrastructure demand and higher data-center component costs.
The market is seen as having largely absorbed these risks, but attention now turns to Meta's signals for 2027 and 2028 capex plans and strategies for monetizing these investments.
Meta's rising capex reflects broader industry trends of escalating AI investment and inflationary pressures, with investors closely watching for long-term financial and technological implications.
Can Meta's new AI model justify its massive spending spree and calm nervous investors?
Why is Meta firing thousands of employees while spending billions on AI infrastructure?
As public backlash grows, can Meta's AI data center expansion survive the environmental cost?
Meta's AI ambitions consume city-levels of power. Who will ultimately pay the price?
Is Meta abandoning its open-source AI principles in the race for profit?