Meta’s AI spending plans point to a bigger Big Tech capex race

Meta's 2026 capex guidance of $130 billion to $145 billion puts AI infrastructure at the center of its strategy and sets the tone for its peers Meta is spending on AI like the bill will never come due. The company’s 2026 capital expenditure guidance sits between $130 billion and $145 billion, up from the $72 billion it spent in 2025. At the top of the range, Meta would roughly double last year’s outlay in a single year. Most of the new spending targets AI infrastructure. Over $100 billion is estimated to be earmarked for that bucket in 2026.

Source: Crypto Briefing