Meta’s big AI spending blitz will continue into 2026

Meta CEO Mark Zuckerberg plans to maintain artificial intelligence expenditures until next year, while competitor technology giants do the same thing.

Zuckerberg said in a statement to analysts on Wednesday that AI’s rapid progress rate informed most of the Meta’s latest business decisions as part of a renewed AI strategy, including a high -profile beam wave, including the company’s starting scale, AI, the company’s starting scale, which explains the data of the company.

AI’s rapid progress, Meta’s “leading calculation fleet”, which can access the resources they need “absolute best and most distinguished talent” guarantees that it has the “AI Super-Searligigence team, which he collected for this summer company. Regardless of what the senior AI researchers built, Facebook, Instagram and the company can be applied during the remaining applications of the company.

“When we get a technology, we are good in driving it throughout our applications and advertising systems,” Zuckerberg said. He said. He continued: “There is no other company that is as good as we do to take something in front of billions of people.”

However, these AI efforts have a price.

Meta said on Wednesday that its total costs for 2025 will arrive between $ 114 billion and 118 billion dollars, and the low end of its previous view increased its low end between 113 billion and 118 billion dollars. And Meta is still planned next year, the company AI initiatives will “will result in a cost growth rate of more than 2026, which is over 2025 costs.”

Other technology giants are heavy for AI projects and abilities.

Alphabet In the earnings report last week, he said that it increased the 2025 capital expenditure to 85 billion dollars, which was higher than the previous estimate. Microsoft In a statement on Wednesday, financial first quarter capital expenditures, analyst expectations will be $ 30 billion before expectations of $ 24.23 billion, he said.

For now, investors are not a problem with Meta’s Big AI investments, but the company’s shares are increasing about 12% in post -hour after the hour. It helps Meta’s third quarter sales guidance exceeding Wall Street expectations, helping to report strong second quarter earnings over the top and bottom.

It also helps Zuckerberg’s AI’s “more efficiency and gains in our advertising system”, probably worried investors guarantee that Meta’s major AI expenditures have some urgent results.

While the company’s reality laboratories unit continues to bleed, while publishing a loss of activity of 4.53 billion dollars in the second quarter, the surprise hit of Ray-Ban Meta Smart Glasses seems to have suppressed the investor discontent for now.

Zuckerberg said, “I continue to think that glasses will basically be the ideal form factor for AI, because a AI can see what you see during the day, you can hear, you can talk to you,” Zuckerberg said. “After receiving a screen there, whether we have a large holographic vision area, as we show with Orion, or a smaller screen that may be good to view some information, it will unlock too much values that you can interact with an AI system during this day.”

WRISTWATCH: I love Meta as stock, I don’t like it, I prefer Google.