Meta Plans $145 Billion Capex for 2026 AI Infrastructure

Key Facts

1Meta plans to spend $145 billion in capital expenditures this year, a 101% increase from its 2025 capex.

Amidst an intensifying race among Big Tech firms to dominate the artificial intelligence sector, Meta has announced an unprecedented plan to scale its investment capabilities. The company intends to spend $145 billion in capital expenditures this year, marking a massive 101% increase over its 2025 spending levels. According to reports, these funds are primarily earmarked for AI infrastructure to support what CEO Mark Zuckerberg describes as the development of "superintelligence."

This level of spending reflects a major strategic shift, placing Meta's capex above the military budgets of almost every country except the U.S., China, and Russia. This move comes as market data suggests that industry peers including Alphabet, Amazon, and Microsoft are also on track for significant AI-related outlays. However, the scale of this budget, which could push Meta's total expenses to $169 billion, raises investor questions regarding near-term margins and free cash flow sustainability.

Looking ahead, updated price levels for META were unavailable at the close of September 24, 2026, leaving qualitative sentiment as the primary driver for current assessments. Investors are monitoring upcoming U.S. economic catalysts, such as jobless claims and building permits data, to gauge the broader macroeconomic environment. The key focus remains on Meta's ability to translate this massive capital deployment into tangible revenue through compute services and AI-driven business tools.