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Meta plans $130-$145B capex in 2026 to become a mega cloud operator with AI infrastructure.

Market News
18 Sep 2026
24/7 Wall Street
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Bullish
Meta plans $130-$145B capex in 2026 to become a mega cloud operator with AI infrastructure.

Meta Platforms announced a capital expenditure guidance of $130 billion to $145 billion for 2026, signaling a major investment to scale its AI infrastructure and cloud computing capabilities. This spending dwarfs previous years and supports Meta's ambition to become a leading cloud operator while expanding its enterprise business. Despite a sharp drop in free cash flow and compressed operating margins, Meta sees strong revenue growth in advertising and enterprise services, with plans to showcase new AI products soon. The company's stock has responded positively, reflecting investor confidence in its long-term transformation strategy.

Meta Platforms holds a market cap of $1.74 trillion and an enterprise value of $1.76 trillion as of September 18, 2026, 23:02 WIB on Pluang. Despite the company's ambitious $130 to $145 billion capital expenditure plan for 2026, META shares are down 1.60% on the day, with a dividend yield of 0.31%. Trading volume reached over 15.7 million shares, reflecting active investor engagement amid Meta's cloud and AI expansion efforts.

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