"Despite the meaningful step-up in infrastructure investment, in 2026, we expect to deliver operating income that is above 2025 operating income,"
"I expect 2026 to be a year where this wave accelerates even further on several fronts. We're starting to see agents really work. This will unlock the ability to build completely new products and transform how we work,"
"We're starting to see the promise of AI that understands our personal context, including our history, our interests, our content and our relationships. A lot of what makes age"
Meta plans capital expenditure of $115–$135 billion in 2026, up from $72.22 billion in 2025, to expand AI infrastructure and support Superintelligence Labs alongside core operations. The planned spending would be roughly equal to the GDP of Kenya (~$136 billion). Meta expects 2026 operating income to exceed 2025 despite the infrastructure ramp. CEO Mark Zuckerberg forecasts AI acceleration in 2026, citing working agents that will enable new products and transform work. Meta aims to develop "personal superintelligence" that understands personal context, history, interests, content, and relationships. Other major tech firms are also increasing datacenter capex.
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