Meta Platforms, Inc. (META) plans to significantly ramp up its capital expenditures to support AI development, forecasting a spending range of $115 billion to $135 billion for 2026. In Q4 2025, the company already expended $22.1 billion. A notable investment is a $1 billion AI-optimized data center in Tulsa, projected to create over 1,000 construction jobs and 100 permanent positions, emphasizing sustainability initiatives.
In January 2026, Meta entered a $6 billion agreement with Corning for fiber optic cables, further enhancing its infrastructure. Competitively, Meta faces challenges from Microsoft and Amazon, both expanding in the AI-data center sector. While META’s stock has increased by 1.3% year-to-date, it lags behind the sector average of 6%. Current earnings forecasts for 2026 project a growth of 26.99% per share, with a consensus estimate at $29.83.
