Meta, CNBC 보도에 따르면 AI 인프라 확장 자금 조달을 위해 최대 950억 달러 규모의 주식 발행을 발표했다.

Meta said Monday it plans to raise a total of $95 billion to support its investments in AI infrastructure and superintelligence. The stock rose 1.6% in premarket trading following the announcement. Meta said in a statement that Nvidia, AMD and Broadcom were interested in purchasing up to $5 billion in shares.

The tech giant will initially raise $35 billion through underwritten public equity offerings, then raise an additional $60 billion through an at-the-market program.

The move comes as hyperscalers pour record sums into the AI infrastructure buildout. Goldman Sachs estimates that AI-related capital spending could total about $7.6 trillion from 2026 through 2031, across compute, data centers and power.

Meta said the planned investments will support "emerging AI opportunities," including its family of apps, its AI agent Muse and its data center business. It plans to balance funding for these investments through a mix of operating cash flow, investment-grade debt, partnerships and equity capital.

**Meta racing to secure AI infrastructure**

Meta is among the major hyperscalers increasingly turning to debt to fund the expensive infrastructure required for the AI boom.

Last week, Meta posted third-quarter results showing revenue up 26% year over year, at $64.60 billion versus the $63.37 billion analysts had expected. However, investors focused more on the company's negative free cash flow and its higher full-year capital expenditure forecast. Meta now expects full-year capex of $135 billion to $145 billion, raising the bottom of its previous range from $130 billion. Shares fell on the day.

Meta is building four "superclusters" with more than one gigawatt of capacity each and is on track to nearly double its total infrastructure capacity in 2026 year over year, the company said.

The decision to raise more money "reflects the eye-watering levels of investment required to keep up in the AI arms race," Ben Wood, senior partner at CCS Insight, told CNBC.

"Meta offering more stock comes at a time when numerous companies, such as Google, SpaceX and soon, Anthropic, are going to the markets to raise funds."

Alphabet, Google's parent company, said it would look to raise $85 billion in June. SpaceX has closed a $40 billion debt financing to purchase graphics processing units, and Anthropic is preparing for an IPO.

TikTok U.S. is looking to secure multiple gigawatts of computing capacity over the coming years, CNBC reported on Friday.