Mark Zuckerberg said most of the increase is driven by higher component costs, particularly memory pricing, pointing to rising infrastructure expenses.
Meta increased its 2026 capital expenditure outlook to a range of $125 billion to $145 billion. Mark Zuckerberg said most of the higher spending is due to increased component costs, particularly memory pricing. The update points to rising costs for hardware and infrastructure, which are key inputs for large-scale computing systems used across major technology platforms.