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Meta projects 100% year-over-year capital expenditure growth for the next three consecutive quarters to expand AI compute capacity.

Hyperscaler capex race accelerating; Meta publicly committing to match or exceed OpenAI/Microsoft spending velocity on AI infrastructure.
Trade pressSlicast · June 23, 2026 at 15:01 UTC · US · Source: Seeking Alpha
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CommentaryMeta AI Capex and Infrastructure, September 2026: $69.7 Billion Spend and the Road to Custom SiliconCommentaryMeta Capital Expenditure, September 2026: Inside the $145 Billion Vertical Integration Play
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Meta projects 100% year-over-year capital… · Slicast