Key Points
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Meta Platforms is set to deploy millions of Nvidia chips in its AI data centers this year, enhancing infrastructure stocks.
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Nebius Group’s revenue is projected to surge from $530 million in 2025 to nearly $3.4 billion in 2026 due to contracts with Meta and Microsoft.
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Meta’s capital expenditures for 2026 are estimated between $115 billion to $135 billion, a nearly 74% increase from the previous year.
Meta Platforms (NASDAQ: META) aims to integrate AI technology more deeply across its platforms this year, significantly increasing its capital expenses to around $115 billion to $135 billion. This increase marks a significant 74% rise from last year’s spending levels, with a large portion allocated to purchasing AI accelerator chips from Nvidia (NASDAQ: NVDA). Meta plans to deploy millions of Nvidia Blackwell and Rubin GPUs, enhancing its AI capabilities.
As a result of Meta’s capital investments and existing contracts, Nebius Group (NASDAQ: NBIS) is anticipated to see rapid revenue growth, jumping to approximately $3.4 billion by 2026 from $530 million in 2025. Nebius currently has a backlog exceeding $20 billion, largely attributed to its agreements with Meta and Microsoft, and plans to boost its data center capacity significantly by the end of 2026.
In terms of operational expansion, Nebius is set to increase its data center sites to 16 from seven this year, with target power capacity rising from 170 MW to up to 1 GW by the end of 2026. This positioning places Nebius in a strong growth trajectory as demand for AI infrastructure rises.
