Meta verhoogt AI-investeringen naar 145 miljard dollar, aandeel daalt

Meta raised its 2026 capital expenditure guidance to $125-$145 billion, up from $115-$135 billion, citing higher component prices and increased data center costs for AI infrastructure. The company plans to nearly double its 2025 spending of $72.2 billion, prompting a 6% stock decline in after-hours trading. CEO Mark Zuckerberg emphasized confidence in the investment's returns and outlined plans to deploy custom silicon and AMD chips to improve efficiency, contrasting with gains seen by competitors Alphabet and Amazon following their earnings announcements.