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Meta Raises the AI Spending Bar and Makes Infrastructure the Real Product
Meta’s Q1 2026 results raised capex guidance to $125B-$145B as AI infrastructure becomes the company’s main strategic bet.
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Meta’s Q1 2026 results raised capex guidance to $125B-$145B as AI infrastructure becomes the company’s main strategic bet.
Meta unveiled Muse Spark, the first model from its Superintelligence Labs. Closed-source, multimodal, and reasoning-native, it marks a fundamental strategic break from the open-weights Llama era.