Meta’s 74% CapEx Hike to $115–135 B Drives Millions of Nvidia GPU Deployments
Meta Platforms plans to raise capital expenditure by 74% to $115–135 billion in 2026 to deploy millions of Nvidia GPUs and CPUs across its AI data centers. Nebius Group, a key Nvidia cloud partner with a $3 billion Meta contract, is forecast to see revenue jump from $530 million in 2025 to $3.4 billion in 2026.
1. Meta Platforms Accelerates AI Infrastructure Spending
Meta Platforms will boost its 2026 capital expenditure by 74%, targeting $115 billion to $135 billion to expand its AI data center footprint. This budget increase is earmarked for deploying millions of Nvidia GPUs and CPUs to support new generative AI workloads.
2. Nebius Group’s $3 Billion Meta Contract
Nebius Group, one of Nvidia’s strategic cloud partners, secured a $3 billion contract from Meta for custom server deployment. The partnership underscores Nebius’s role in scaling Nvidia-powered infrastructure for hyperscale AI operations.
3. Revenue Forecasts Signal Spiking GPU Demand
Analysts expect Nebius revenue to climb to $3.4 billion in 2026 from $530 million in 2025, driven by its $20 billion-plus backlog and expanded data center capacity plans. The surge in cloud partner bookings points to accelerating demand for Nvidia’s AI compute products.