Meta Pledges Up to $135 Billion for AI Infrastructure
Meta says it will spend up to $135 billion on AI infrastructure and begin shipping new AI models in the coming months.
Gizmodo'AI That Understands You': Mark Zuckerberg Plans to Deepen AI's Presence in Our Online Lives
BBC NewsFacebook-owner Meta to nearly double AI spending this year
The GuardianMeta wows Wall Street despite spending billions on AI and facing social media addiction trial
TechCrunchZuckerberg teases agentic commerce tools and major AI rollout in 2026
Overview
Meta said during an investor call on Wednesday it expects to spend up to $135 billion this year on AI infrastructure and will start shipping new AI models in coming months, CEO Mark Zuckerberg said.
Meta's SEC filing shows capital expenditures rising from $72 billion in 2025 to as much as $135 billion in 2026 to fund Meta Superintelligence Labs and core business expansion.
Investors voiced concern about returns on the spending, and Chuck Robbins, chairman and CEO of Cisco Systems, told the BBC the AI market is 'probably a bubble' despite large potential.
Meta reported $59.89 billion in fourth-quarter 2025 revenue and $8.88 earnings per share, beating expectations, and its shares rose nearly 10% in after-hours trading, the company's earnings release shows.
Zuckerberg said agentic commerce tools and personalized AI will be accelerated through 2026, and Meta's December acquisition of Manus will be integrated, while regulators and youth-safety advocates prepare scrutiny, company filings and reports show.
Analysis
Center-leaning sources frame Meta’s AI push with wary skepticism: they foreground Zuckerberg’s ambitions but punctuate them with critical context—loaded terms ("billions upon billions", "eerily targeted"), references to a Reuters report on chatbot interactions with minors and $80B Metaverse losses, and juxtaposition of growth claims with regulatory and mental‑health risks to temper enthusiasm.