Innlegg
taishiro
Future commitments, including leases and non-cancellable contracts for data centers, energy, cloud capacity, and Reality Labs hardware, now sit around $825 billion, up sharply from about $700 billion just a few months earlier.
Much of this sits off-balance-sheet or has not yet commenced. On top of that, the company authorized a new class of non-voting Class C shares, classic equity currency designed to fund growth while preserving Zuckerberg’s control. $META
#MetaAISpendingConcerns
taishiro
The reason is simple: the market is finally pricing the funding model, not the narrative.
The numbers that matter are stark.
Full-year 2026 CapEx guidance was raised at the low end to $135–145 billion, nearly double the roughly $72 billion spent in 2025.
Third-quarter free cash flow turned negative by $2.12 billion Meta’s first cash burn in more than a decade as CapEx of about $35 billion in the quarter exceeded operating cash flow.
#MetaAISpendingConcerns
Ansvarsfraskrivelse: OKX Orbit-innholdet er kun gitt for informasjonsformål. Finn ut mer
Svar
Ingen kommentarer ennå. Vær den første til å svare!
Dagens markedssnakkis
1#Nvidia kontakter Arm-sjef Haas, intern prognose for ny CEO-kandidat
2#USAs PPI i oktober år-over-år 6,5 % lavere enn forventet
3#Anthropic starter IPO-turné, verdsettelsen har steget til 1,8 billioner dollar
