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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 30, 2026 · US · Source: Google News
importance 91Meta 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.