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shattered.io reports SpaceX guided fourth-quarter capex to $35B-$40B and says Meta added a share class.
If accurate, a $35B-$40B quarterly capex figure would rank among the largest AI-adjacent infrastructure budgets and signals sustained spending appetite, while Meta's share-class change is a governance matter with limited direct buildout impact.
Trade pressSlicast · October 25, 2026 at 11:00 UTC · US · Source: shattered.io
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