company · Hyperscalers & Cloud

MetaMETA

The most aggressive capex story in AI: $37.2B (2024) → $69.6B (2025) → ~$135B guided for 2026, building the gigawatt-class Prometheus and Hyperion campuses while committing up to $48B to rent external capacity from CoreWeave and Nebius. Now preparing to sell surplus compute and models as a fourth hyperscale cloud. Trains the open-weight Llama family; designs its own MTIA inference silicon.

Chart via TradingView. Not investment advice.

Earnings

DatePeriodEPS estActualSurpriseLinks
Jul 29, 2026upcomingJun/2026$7.09

Full calendar across tracked entities: /calendar

Claims on record

  • The MTIA 450's MX8 and FP16 performance rises only 16.7 percent compared to the MTIA 400.

    UNVERIFIED · The Next Platform · Apr 8, 2026

  • The MTIA 450 is estimated to move to HBM4 memory, doubling memory bandwidth to 18.4 TB/sec against a 1.75X increase in peak MX4 throughput.

    UNVERIFIED · The Next Platform · Apr 8, 2026

  • Meta says the MTIA 400 has finished testing in its labs and is getting ready to be deployed in datacenters.

    UNVERIFIED · The Next Platform · Apr 8, 2026

  • The MTIA 400 will plug into the Helios Open Rack Wide v3 rack co-developed by AMD and Meta, with up to 72 devices in a shared memory domain.

    UNVERIFIED · The Next Platform · Apr 8, 2026

  • The MTIA 300 tensor units consumed 8.9 times as much electricity as prior versions.

    UNVERIFIED · The Next Platform · Apr 8, 2026

  • Meta has been deploying MTIA 300 compute engines since the second half of 2025, used for R&R training workloads.

    UNVERIFIED · The Next Platform · Apr 8, 2026

  • Meta's MTIA v1 (renamed MTIA 100) launched in May 2023.

    UNVERIFIED · The Next Platform · Apr 8, 2026

  • Meta has deployed hundreds of thousands of MTIA 100, MTIA 200, and MTIA 300 devices in its datacenters.

    UNVERIFIED · The Next Platform · Apr 8, 2026

  • The MTIA 300 shifted from INT8 to FP8 processing.

    UNVERIFIED · The Next Platform · Apr 8, 2026

  • The MTIA 300 is a multichip design, unlike the monolithic MTIA 100 and MTIA 200.

    UNVERIFIED · The Next Platform · Apr 8, 2026

  • From 2023 to 2027, Meta is estimated to increase effective MTIA device throughput by 293X and reduce cost per unit of inference throughput by 9.1X.

    UNVERIFIED · The Next Platform · Apr 8, 2026

  • The MTIA 500 will have versions with 384 GB or 512 GB of stacked memory, estimated to be HBM4E.

    UNVERIFIED · The Next Platform · Apr 8, 2026

  • Meta's AI glasses are used by millions of people daily for functions including music, podcasts, hands-free photos and video, and AI assistant access.

    UNVERIFIED · Meta Newsroom · Jul 7, 2026

  • Photos and videos captured on Meta's AI glasses are stored privately on the glasses until the user chooses to import them to their phone.

    UNVERIFIED · Meta Newsroom · Jul 7, 2026

  • Meta's AI glasses have a capture LED on the front that blinks white to indicate when content is being captured, and it has no off switch.

    UNVERIFIED · Meta Newsroom · Jul 7, 2026

  • Beginning with Meta's second generation of AI glasses, the camera is automatically disabled if the capture LED is detected as blocked.

    UNVERIFIED · Meta Newsroom · Jul 7, 2026

  • Meta is updating its AI glasses to disable the camera if the LED is detected as physically tampered with or destroyed.

    UNVERIFIED · Meta Newsroom · Jul 7, 2026

  • Meta takes legal action against people or businesses selling services designed for tampering with the capture LED, both on and off its platforms.

    UNVERIFIED · Meta Newsroom · Jul 7, 2026

  • Meta describes its AI glasses as one of the fastest-growing consumer products.

    UNVERIFIED · Meta Newsroom · Jul 7, 2026

  • Zuckerberg said last October that companies regularly ask Meta if they could buy compute from Meta at a premium to what Meta paid.

    UNVERIFIED · CNBC · Jul 17, 2026

  • Dave Brown, a former senior executive at Amazon Web Services, is set to join Meta.

    UNVERIFIED · CNBC · Jul 17, 2026

  • Meta could spend as much as $145 billion on capital expenditures, including AI infrastructure, in 2026.

    UNVERIFIED · CNBC · Jul 17, 2026

  • Meta CEO Mark Zuckerberg said in May that Meta was considering entering the cloud computing business.

    UNVERIFIED · CNBC · Jul 17, 2026

  • Meta will proactively alert supervising parents if their teen's Meta AI chat suggests the teen may be at risk of suicide or self-harm.

    CORROBORATED · Meta Newsroom · Jul 16, 2026

  • Meta AI parental alerts will be available for supervising parents globally by the end of the year.

    UNVERIFIED · Meta Newsroom · Jul 16, 2026

  • Meta is building the ability to contact emergency services if a Meta AI conversation suggests a user may be at imminent risk of suicide.

    UNVERIFIED · Meta Newsroom · Jul 16, 2026

  • Meta AI parental alerts for teen suicide/self-harm are live for parents using Instagram parental supervision in the US, UK, Australia and Canada.

    CORROBORATED · Meta Newsroom · Jul 16, 2026

  • Meta sought feedback from over 75 mental health clinicians on how Meta AI responds to teens' prompts about suicide and self-harm.

    CORROBORATED · Meta Newsroom · Jul 16, 2026

  • Meta's Limited Content stricter setting, announced in October, will now also apply to teen conversations with Meta AI.

    CORROBORATED · Meta Newsroom · Jul 16, 2026

  • Teen Accounts are automatically placed into a 13+ content setting that also applies to Meta AI conversations.

    CORROBORATED · Meta Newsroom · Jul 16, 2026

  • Meta made over 19,000 suicide-risk referrals to emergency services worldwide last year via Facebook and Instagram.

    CORROBORATED · Meta Newsroom · Jul 16, 2026

  • Meta CEO Mark Zuckerberg traded garments with Jensen Huang in a 'jersey swap' in 2024.

    UNVERIFIED · CNBC · Jul 17, 2026

  • Tournament-tagged posts on Threads generated 1.5 billion impressions, with content reaching about 15 million people a day and peaking at 25 million on July 6, 2026.

    CORROBORATED · Meta Newsroom · Jul 17, 2026

  • WhatsApp reached over 29 million messages per second during the Round of 16 match between Argentina and Egypt, setting a new all-time platform record.

    CORROBORATED · Meta Newsroom · Jul 17, 2026

  • Cape Verde's squad added 32.1 million net Instagram followers, a team-level increase of over 2,000%.

    CORROBORATED · Meta Newsroom · Jul 17, 2026

  • Mexico's squad saw a 78% surge in Instagram followers, gaining 20.8 million, the biggest percentage gain among major football nations.

    CORROBORATED · Meta Newsroom · Jul 17, 2026

  • People published 80 million posts mentioning the World Cup on Facebook since the beginning of the tournament.

    CORROBORATED · Meta Newsroom · Jul 17, 2026

  • Erling Haaland added 23 million new Instagram followers during the tournament.

    CORROBORATED · Meta Newsroom · Jul 17, 2026

  • Cristiano Ronaldo added 10 million Instagram followers during the tournament, reaching a record 676 million.

    CORROBORATED · Meta Newsroom · Jul 17, 2026

  • Final-squad players collectively added 213.6 million activated Instagram followers during June 11–July 11, 2026, a 6.6% increase.

    CORROBORATED · Meta Newsroom · Jul 17, 2026

  • Cape Verde goalkeeper Vozinha grew from 37,000 to 28.8 million Instagram followers, an increase of roughly 77,000%.

    CORROBORATED · Meta Newsroom · Jul 17, 2026

Coverage