Mark Zuckerberg explains Meta's compute strategy of selling and buying, as 2026 capex guidance rises to $130B-$145B
Meta CEO Mark Zuckerberg向投资者解释称,公司同时出售和购买计算能力,是为了在短期内通过现有计算能力实现盈利,同时为未来进行投资,因为他认为计算需求不会很快放缓。Meta已将2026年资本支出(capex)指导区间的下限从1250亿美元上调至1300亿美元,上限可能达到1450亿美元。公司正在美国各地建设27个数据中心。
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