Meta (META) is preparing for one of its largest spending years ever as the company accelerates investment into AI and “Personal Superintelligence.”
In the firm’s Q4 earnings report, Meta CFO Susan Li outlines a massive increase in infrastructure spending for AI development.
“We anticipate 2026 capital expenditures, including principal payments on finance leases, to be in the range of $115–135 billion, with year-over-year growth driven by increased investment to support our Meta Superintelligence Labs efforts and core business.
Despite the meaningful step up in infrastructure investment, in 2026, we expect to deliver operating income that is above 2025 operating income.”
Meta chief executive Mark Zuckerberg says 2026 is a pivotal year for the company’s long-term AI ambitions.
“We had a strong business performance in 2025. I’m looking forward to advancing personal superintelligence for people around the world in 2026.”
Last year, Zuckerberg introduced “Personal Superintelligence” as Meta’s core vision for the future of AI. Unlike the “centralized” superintelligence pursued by competitors, which focuses on automating labor or solving global problems, Meta’s version is designed to leverage wearables that track user activities to provide highly personalized companions.
The guidance comes on the heels of a strong fourth quarter. Meta reports revenue of $59.9 billion, beating analyst expectations of $58.4 billion, while earnings per share reached $8.88, also topping forecasts of $8.19.
Advertising remains the core driver, with ad revenue totaling $58.1 billion, ahead of the estimated $56.8 billion. Daily active people across Meta’s platforms climbed to 3.58 billion, representing 7% year-over-year growth.
Looking ahead, Meta issued upbeat first-quarter guidance, projecting revenue of $55 billion, well above Wall Street expectations of $51 billion.
Meta is up about 9% following news of the earnings beat and CapEx increase.
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