Meta's $115-135B 2026 CapEx guidance nearly doubles AI spending. Q4 revenue hit record $59.9B. What it means for the AI infrastructure race.

Meta Commits to $135 Billion AI Bet, Shattering CapEx Records as Q4 Earnings Soar

Meta pays Corning up to $6B through 2030 for fiber-optic cables. Deal fuels Hickory, NC expansion into world's largest fiber plant.

Meta Commits $6 Billion to Corning for AI Data Center Fiber

Meta tests premium subscriptions on Instagram, Facebook, WhatsApp. The $1.7T company eyes revenue diversification beyond its 98% ad-dependent model.

Meta Bets on Subscriptions: Premium Tiers Coming to Instagram, Facebook, and WhatsApp

EU launches DSA investigation into X over Grok deepfakes. Potential 6% revenue fine adds to €120M December penalty as global crackdown intensifies.

EU Opens Formal Investigation Into X Over Grok Deepfakes, Escalating Global Regulatory Crackdown

Solos files patent lawsuit seeking billions from Meta over Ray-Ban glasses. Alleges Oakley, Meta employees gained insight into patented tech over years.

Solos Sues Meta for 'Multiple Billions' Over Ray-Ban Smart Glasses, Alleges Years of Corporate Espionage

Meta's Superintelligence Labs delivers first AI models internally six months after formation. CTO Bosworth calls progress 'very good' at Davos.

Meta Platforms (META) Earnings Call Transcripts

Q4 2025

Q3 2025

Q2 2025

Q1 2025

Q4 2024

Q3 2024

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Recent News about Meta Platforms

Meta Commits to $135 Billion AI Bet, Shattering CapEx Records as Q4 Earnings Soar

Meta Commits $6 Billion to Corning for AI Data Center Fiber

Meta Bets on Subscriptions: Premium Tiers Coming to Instagram, Facebook, and WhatsApp

EU Opens Formal Investigation Into X Over Grok Deepfakes, Escalating Global Regulatory Crackdown

Solos Sues Meta for 'Multiple Billions' Over Ray-Ban Smart Glasses, Alleges Years of Corporate Espionage

Meta's Superintelligence Lab Delivers First AI Models, CTO Says 'Very Good' Progress