The big tech companies They are spending a lot of money on AI infrastructure and, far from slackening, the figure is only increasing (and not a little). In the case of Meta, the company planned to spend $66 billion in 2025, but in October they had to correct the figure to $72 billion. 2026 has just begun and the figure they have just given is directly insane.
Doubling down, literally. Between 115,000 and 135,000 million dollarsthese are the figures that Meta handles for the year 2026. It is almost double what they spent in 2025, a figure that, as we said, they had to correct towards the end of the year, so let’s not rule out that it ends up being more. The spending will mainly be intended to “support the efforts of Meta Superintelligence Labs”, that is, to build more data centers. Which by the way, more than 6 million dollars have been spent on advertising campaigns to convince us that data centers are cool.
Record results. The fourth quarter of 2025 has been very good for Meta. Revenue grew 24% compared to the same period of the previous year, reaching 59,000 million dollars and a net profit of 22,800 million dollars, figures that exceed forecasts. According to its CEO, the good results are thanks to the implementation of AI in its advertising services.
Recovering confidence. In the previous quarter, the huge spending on AI generated many doubts among investors and, although the results were also good, shares fell up to 8%. This time it has been different and, although spending will skyrocket even more, shares are up 10%. It seems that they trust Zuckerberg’s direction again.
Where is the ceiling? It is difficult to know, but what we do know is that since 2023 it has been increasing exaggeratedly. And not a little. According to Meta datain 2023 they spent 28 billion dollars, in 2024 they rose to 39 billion and in 2025 to 72 billion. The jump has been getting higher and higher with each year, I wonder when they will let off the accelerator.
All for AI, but without AI. All the big technology companies are spending a lot on AI, but what is striking about the case of Meta is that has not yet launched its new models. To put it in context, Meta’s expected spending is higher than Google’s in 2025, but Google has Gemini while Meta has promises.
After the fiasco of Call 4Zuckerberg set himself as a target Completely remodel your AI department. It was spent a fortune in hiring new talentscreated a secret laboratory next to his officeha cut the Metaverse department (also with layoffs) to move resources to AI. The ambition is huge: creating superintelligence. At the moment, what we know is that they are preparing a language model called Avocado and another for image generation that they call Mango. They better measure up, otherwise They will always have the public.
Image | Unsplash, Meta
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