What is Meta's projected spending for 2026?

Meta anticipates capital expenditures between $115 billion and $135 billion in 2026.

How did investors react to Meta's earnings report?

Meta shares surged more than 9% in extended trading following the earnings announcement.

What are Meta's key investment areas for the future?

Meta is heavily investing in artificial intelligence and data center infrastructure, mirroring rivals.

Home / Business and Economy / Meta's AI Leap: Billions Invested, Stock Soars

Meta's AI Leap: Billions Invested, Stock Soars

29 Jan

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Summary

Meta's stock surged over 9% following a strong earnings report.
Company plans a massive $115-$135 billion investment by 2026.
Aggressive AI and data center spending mirrors industry rivals.

Meta's AI Leap: Billions Invested, Stock Soars

Meta Platforms reported a strong fourth-quarter performance, with earnings per share of $8.88 on revenue of $59.9 billion, exceeding analyst predictions. This financial success fueled a more than 9% surge in Meta's stock during extended trading on Wednesday.

Central to the company's future strategy is a significant increase in planned spending. Meta unveiled a capital expenditure outlook for 2026, projecting investments ranging from $115 billion to $135 billion. This substantial financial commitment underscores a dedicated focus on artificial intelligence and the necessary data center infrastructure.

The company's aggressive investment in AI aligns with that of major tech rivals, including Amazon, Google, and Microsoft, all intensifying their own data center expansions to meet escalating AI demands. Meta has also pursued strategic talent acquisitions, like bringing Scale AI's CEO aboard.