SignalTech/AI
Meta's AI capex is now $115B+ and outrunning cash flow. That is the number to watch: the buildout is outgrowing the cash engine, so free cash flow and depreciation become the tape's issue, not just AI
Meta AI capex exceeding $115B and outrunning cash flow signals rising infrastructure spending risk.
What changed
Meta AI capex exceeding $115B and outrunning cash flow signals rising infrastructure spending risk.
Why it matters
Meta AI capex exceeding $115B and outrunning cash flow signals rising infrastructure spending risk. — impact context not separately stored; see What changed.
← Dashboard
Oct 28, 2026 08:57 PM ET