Increased CapEx for AI: Meta's Strategy

Meta has announced that it expects a significant increase in capital expenditures (CapEx) in the coming quarters. This decision is motivated by the growing strategic importance of artificial intelligence (AI) capabilities for the company.

The company considers AI compute capacity as a strategic bottleneck. As a result, Meta plans to invest heavily in expanding its AI infrastructure to support its ambitions in the field of artificial intelligence.

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General context

Meta's increased CapEx reflects a broader trend in the technology sector, where companies are investing more and more resources in AI. This is due to the increasing demand for AI applications in various sectors, including advertising, social media, and robotica. The ability to develop and deploy advanced AI models has become a key factor for competitiveness in today's market.