WSJ Tech News Briefing · Friday, July 31, 2026
Meta's capital expenditures for AI infrastructure are projected to rise significantly in the coming year. Analysts forecast spending to reach around $174 billion next year, with some estimates going as high as $280 billion.
“Next year, analysts are forecasting the consensus is around $174 billion dollars, but some of the analysts believe they're going to spend upwards of $200 billion dollars, maybe even as much as $280 billion dollars.”
“So the spending spree for Meta is still very much flowing and you know, it's just going to get bigger next year, and that's going to put more strain on the company.”