Earnings call summary: Meta expects sharp rise in capex as AI capacity becomes strategic bottleneck

Jingyue Hsiao, DIGITIMES Asia, Taipei Thursday 29 January 2026 0

Credit: AFP

Meta is preparing for a steep increase in capital spending in 2026 as it scales AI infrastructure to support "personal superintelligence," signaling a longer-term roadmap centered on silicon, energy and compute efficiency that could reshape its cost...

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