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Meta raises 2026 capex forecast to $125-145B due to rising component costs, sparking investor concern.

Market News
15 May 2026
24/7 Wall Street
View Source
Bearish
pluang ai news

Meta Platforms increased its 2026 capital expenditure forecast to $125-145 billion, up from $115-135 billion, primarily due to rising component costs like memory pricing. CEO Mark Zuckerberg explained that higher prices for hardware components from suppliers such as Micron and Nvidia are driving the increase, not just expansion of data centers. This trend is common among hyperscalers, who face higher costs amid strong demand for AI infrastructure. Despite the spending, Meta's AI offerings lag behind competitors, and its stock valuation reflects concerns about reliance on ad revenue and high cash flow multiples. Investors might consider AI hardware companies as better opportunities given their positive cash flow and growth prospects.

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