Meta
When Facebook launched in 2004, it changed the way people connect.
Frontier signals
- Fact
Meta began building a new 1GW AI-optimized data center in Alberta to power its AI innovations and core products.
· about.fb.com concentration
- Fact
CoreWeave disclosed that in March 2026 Meta initially committed to pay it up to about $21 billion for computing capacity through December 2032, plus an option for additional capacity through April 2032.
· www.sec.gov partnership
- Fact
Meta reported Q1 2026 revenue of $56.311 billion and a 41% operating margin.
· investor.atmeta.com revenue
- Fact
Meta is a supplier of Broadcom.
· investors.broadcom.com supplier
- Fact
Meta announced Muse Spark, the first model in its new Muse series, as the first large language model from Meta Superintelligence Labs.
· about.fb.com release
- Opinion
Meta said it anticipated 2026 capital expenditures of approximately $125 billion to $145 billion to support its AI efforts and core business.
· www.sec.gov financing
- Fact
As of 2026-03-31, Meta had $237.67 billion of non-cancelable contractual commitments, most of them tied to third-party cloud capacity arrangements and other technical infrastructure investments.
· www.sec.gov compute
- Fact
Meta is a customer of AMD.
· ir.amd.com customer
- Fact
[single-source-risk] Meta signed a long-term AMD infrastructure agreement for up to 6GW of AMD Instinct GPUs and explicitly described it as a portfolio-based approach to a more resilient, diversified stack.
- Opinion
[financial-fragility] Meta guided 2026 total expenses to $162B-$169B and 2026 CapEx to $115B-$135B, with infrastructure costs, third-party cloud spend, higher depreciation, and infrastructure opex as major growth drivers.