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Meta가 AI 인프라 구축을 위해 950억 달러를 조달할 계획을 발표했다. 로이터는 이를 기록적인 지분 조달로 보도했다.

하이퍼스케일러 한 곳의 기록적 규모 자금 조달은 AI 자본 집약도의 기준선을 새로 세우며, 주식시장이 여전히 대규모로 AI 설비투자를 뒷받침하고 있음을 보여준다.
업계 전문지Slicast · 2026년 10월 26일 15:21 UTC · 미국 · 출처: upi
중요도 92

Oct. 26 (UPI) -- Meta announced that it will launch a stock offering on Monday to raise $95 billion to build out its AI infrastructure.

Meta is introducing two stock offerings, which have drawn interest from major technology companies, including Nvidia and AMD, in investing in the company. Meta said the proceeds will support further AI investment as well as its existing apps and business ventures.

The first offering is 250 million Series A depositary shares, each valued at $0.000006 per share, representing Series A Mandatory Convertible Preferred Stock. The second is $22.5 billion of Meta's Class A common stock, valued at $0.000006 per share.

"AI is creating significant opportunities for Meta across its core business and new products and services," Meta said in a press release. "Meta's AI investments are already generating tangible returns through increased engagement, improved advertising performance and increased monetization. Meta is also pursuing new opportunities across personal superintelligence, consumer and business agents, enterprise products, and AI glasses."

Meta said that Nvidia, Advanced Micro Devices and Broadcom have expressed interest in purchasing a total of $5 billion worth of its Class A common stock. The companies have shown interest individually, not as part of a joint investment.

Goldman Sachs estimates that the technology industry could spend up to $7.6 trillion on AI-related investments through 2031. That spending includes data centers, energy infrastructure and compute capacity.

Meta announced last week that its third-quarter revenue increased 26% over 2025.

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Meta가 AI 인프라 구축을 위해 950억 달러를 조달할 계획을 발표했다.… · Slicast