Meta Raises 2026 Capex to $125-145B, Tests Reddit-Style App
META•Meta raised its 2026 capital expenditure guidance to $125-145 billion for AI infrastructure, fueling chip and data center spending as DRAM prices jumped 17-fold and workforce cuts took place. Its core advertising revenue grew 33% with 82% gross margins, and the company is quietly testing a Reddit-style discussion app on Facebook Groups to boost user engagement.
1. 2026 Capex Guidance Jumps
Meta raised its 2026 capital expenditure guidance to $125-145 billion targeting expansion of AI servers and data centers to support model training and inference workloads.
2. Advertising Business Remains Robust
The core advertising segment recorded 33% revenue growth and maintained 82% gross margins in the latest quarter, underpinning cash flow as infrastructure investments ramp up.
3. AI Infrastructure Costs Surge
DRAM prices have increased 17-fold, prompting diversification of hardware suppliers to Nvidia, AMD, Broadcom and other vendors to control chipflation risks.
4. New Discussion App Pilot
The company is quietly testing a Reddit-style discussion feature within Facebook Groups, aiming to drive deeper user engagement and community interaction.
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