Meta Jacks Up 2026 Spending Plan to as Much as $145 Billion
Meta bumps its 2026 capital expenditure forecast again, blowing past analyst expectations with a massive infrastructure bet.
Meta just raised the bar on its own already-staggering spending plans. The company now expects 2026 capital expenditures to land between $125 billion and $145 billion — up from a previous forecast of $115 billion to $135 billion.
That revised figure far exceeds what analysts had projected. It also extends Meta's streak of pouring historically unprecedented sums into infrastructure, driven by the intensifying AI race.
The $10 billion bump on both ends of the range signals Meta isn't flinching. The company is doubling down — hard — on the buildout required to compete at the frontier of artificial intelligence.
For context, the upper end of this new range ($145B) is a number that would have seemed absurd for any single company's annual capex just a few years ago. Meta clearly disagrees.