TL;DR

Meta will spend between $115 billion and $135 billion on AI infrastructure in 2026, nearly double its 2025 investment of $72 billion. The spending supports Mark Zuckerberg’s vision of “personal superintelligence” and AI-powered advertising.

Infrastructure at National Scale

Meta’s planned capital expenditure for 2026 roughly equals Kenya’s entire GDP of $136 billion. The investment supports its Superintelligence Labs and core business operations, according to CFO Susan Li.

The company isn’t alone in this spending race. Amazon’s annual datacentre capex exceeded $100 billion last year, according to Omdia research.

Zuckerberg’s Superintelligence Vision

CEO Mark Zuckerberg described 2026 as a year of AI acceleration. “We’re starting to see agents really work. This will unlock the ability to build completely new products and transform how we work,” he said during an earnings call.

Meta’s pathway centres on what Zuckerberg calls “personal superintelligence”—AI that understands individual users’ history, interests, content, and relationships.

Merging AI with Advertising

A significant portion of the infrastructure expansion supports Meta’s plan to merge large language models with the recommendation systems powering Facebook, Instagram, Threads, and its advertising platform.

The company doubled the GPUs used to train its GEM generative ads model ranking in Q4 alone.

“Soon, we’ll be able to understand people’s unique personal goals, and tailor feeds to show each person content that helps them improve their lives in the ways that they want,” Zuckerberg claimed.

Financial Results

Meta reported Q4 2025 revenue of $59.89 billion, up 24% year-on-year, with full-year revenue reaching $200.96 billion. The company recently signed agreements with three providers for nuclear energy to power its expanding datacentre network.