Jaden Schaefer

Basically, Meta right now is planning an absolutely enormous AI spending push.

They're planning on, you know, it's...

you know, astronomical how much they want to spend on AI.

And because of this, they need to come up with the money somewhere.

And this is part of it.

Meta says that their AI-related capital expenditures this year will fall somewhere between $115 billion and $135 billion as they're building out new AI infrastructure.

That's part of a $700 billion total AI spending wave that we're expecting across a bunch of these big companies.

Amazon, Microsoft, Alphabet, Meta, all of them are, you know, they have basically CapEx plans that are putting them at about $700 billion that are going to be coming over the next few years.

And I think right now the message from the leadership over at Meta is pretty clear.

You know, AI is now their top priority.

Zuckerberg has been, you know, kind of framing 2026 as a year that Meta pushes towards what he's calling

personalized superintelligence.

Last year, they spent $14.3 billion investing in scale AI.

Then they hired their CEO, Alexander Wang, with a bunch of their other top researchers.

So I think we're starting to see this kind of strategy, this clarity in their strategy right now, right?

They're spending these huge amounts of money on AI infrastructure and talent, right?

Because there's like, you know,

reports that some of these deals were worth a billion dollars when just like hiring talent, like the top researcher would cost a billion dollars.

And that's because they're, you know, give them a couple hundred million dollars and then they tons of stock and equity and stuff.

They got to stick around for like five or six years.