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Meta raises 2026 capex guidance to $130–145 billion, up from prior $120–130 billion.

Hyperscaler capex escalation confirms sustained AI infrastructure race and competitive pressure to deploy capacity ahead of demand.
Trade pressSlicast · July 29, 2026 at 20:32 UTC · US · Source: Blockspace Media
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Meta raises 2026 capex guidance to $130–145… · Slicast