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… Premium Meta spent $72.2 billion on capex in all of 2025. The midpoint of its new 2026 guidance would nearly double that figure in a single year. Big Tech Google, Amazon, Microsoft, and Meta collectively plan to spend $725 billion on capex in 2026, up 77% from last year's record $410 billion. …
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… Deals Deals Step into virtual worlds with this amazing deal on the Meta Quest 3S VR headset. Deals The Meta Quest 3S is a remarkable mixed reality bargain that brings over many of the features that we loved with the Quest 3. …
… From the MTIA 300 to the 500, HBM bandwidth increases 4.5 times and compute scales 25 times, with a new chip roughly every six months. Meta has been explicit that MTIA is not a replacement for Nvidia GPUs. …
… Corning plans to expand its Hickory, North Carolina, plant under the Meta deal and will build three additional facilities under the Nvidia agreement. Still, new capacity from those projects isn’t expected to come online until 2027 or later. …
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… The approved products include Huawei's Ascend 310 and Ascend 910 processors, Alibaba's T-Head Zhenwu M530 and M890, and chips from Biren Technology, Hygon Information Technology, Iluvatar CoreX, MetaX, and Moore Threads. …
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