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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 24, 2026 · US · Source: Google News
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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.

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In-depth analysis
CommentaryQualcomm Lands Meta CPU Deal, Signaling the Next Phase of Hyperscaler Silicon DiversificationCommentaryMeta's AI Spending Paradox: Hundreds of Billions Committed, Usage Caps Now Imposed
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Meta projects 100% year-over-year capital… · Slicast