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Meta AI Capex Hits $115B+, Outrunning Cash Flow [2026]

shattered.io ๐Ÿ”— Share link 10/28 16:30 UTC ๐Ÿ”— Share link Microsoft and Alphabet Earnings Put Focus on AI Cash Flow Drain โ€” Bloomberg.com ๐Ÿ”— Share link 10/28 13:33 UTC ๐Ÿ”— Share link AI Capex in Mid-Cycle Boom, Says Morgan Stanley's Shalett โ€” marketscreener.com ยท 10/28 15:16 UTC

Meta's AI capital expenditure has reached more than $115 billion and now outpaces its cash flow. The article looks at where the money goes, what investors get in return, and whether the payoff is real in 2026.

Read the original (shattered.io ๐Ÿ”— Share link 10/28 16:30 UTC ๐Ÿ”— Share link Microsoft and Alphabet Earnings Put Focus on AI Cash Flow Drain โ€” Bloomberg.com ๐Ÿ”— Share link 10/28 13:33 UTC ๐Ÿ”— Share link AI Capex in Mid-Cycle Boom, Says Morgan Stanley's Shalett โ€” marketscreener.com)

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