AI Briefing#capital-expenditure
The latest AI and developer news about #capital-expenditure, with the original source and a short summary.
The latest AI and developer news about #capital-expenditure, with the original source and a short summary.
The company plans to initially raise $35 billion through underwritten public equity offerings before securing an additional $60 billion via an at-the-market program.
Meta reported 97 mentions of Muse and zero of Llama in its Q3 2026 earnings call, alongside a 2026 capex guide of $135B to $145B.
New product development is projected to contribute $4.2 trillion of that total, while infrastructure spending may reach $1.5 trillion annually.
Oracle stock dropped 4% after sending a force majeure notice to Blue Owl Capital regarding the Project Jupiter data center, seeking protection from higher costs tied to the 2028 project.
Google is investing €13 billion in Finland to build three new data centers and secure a long-term purchase of half of the nuclear power.
Oracle's stock plunged after the company announced a large-scale capital raise plan to expand AI infrastructure and disclosed negative cash flow.