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Meta raised 2026 capex guidance floor to $130–145B (from $125B floor) while reporting soft Q3 guidance and acknowledging AI infrastructure costs are compressing profitability.
Hyperscaler capex escalation beginning to limit near-term profitability growth as infrastructure investment intensifies.
Trade pressSlicast · July 29, 2026 at 23:56 UTC · China · Source: 36氪
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