Meta raises capex guidance to $125B–$145B for AI push

What happened

On June 15, 2026, Meta introduced AI Mode on Facebook, powered by its Muse Spark model, to surface answers from publicly shared content in Groups and Reels. The company also added AI editing tools for video montages, camera roll sharing suggestions, and photo presets that let users change clothing, hair, and accessories. This product rollout follows a May restructuring that cut 10% of staff globally and reassigned 7,000 employees to AI-related work.

Why it matters

Meta's first-quarter 2026 revenue rose 33% to $56.31 billion（約9兆円）, and the company has raised its full-year 2026 capital expenditures guidance to $125 billion（約20兆円） to $145 billion（約23兆円） to support its AI transformation. CEO Mark Zuckerberg acknowledged in a June 12, 2026 internal memo that the company has made mistakes in restructuring its workforce around AI but does not expect further company-wide layoffs this year, signaling a major commitment to the AI strategy despite internal challenges.

What to watch

Meta's full-year 2026 capital expenditures guidance is now $125 billion（約20兆円） to $145 billion（約23兆円）, a significant increase that reflects the scale of investment required to support the AI buildout across consumer features and internal operations.