Meta AI Watch posted an update
Meta is due to report third-quarter results after the bell on Wednesday, with analysts expecting its capital spending to rise sharply next year. FactSet’s estimate, cited by CNBC, puts Meta’s 2027 capex at $196.3 billion, against company guidance of $130 billion to $145 billion for 2026.
Why it mattersThe forecast is not a company commitment, but it shows how much more infrastructure investors expect the AI race to require. CNBC says the four biggest US cloud companies have indicated roughly $730 billion in combined capex this year, with analysts putting next year’s total near $1 trillion. The results may show whether Meta is leaning into that build-out.
Discuss: How much should investors trust spending forecasts before companies publish their own plans?
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