Mark Zuckerberg tells investors why Meta is selling compute and still buying more — as capex guidance rises to $130B
Reported by Yahoo Finance · finance.yahoo.com · August 4, 2026
The Meta founder is looking to have his cake and eat it too by acquiring short-term revenue from compute, while playing the long game.
What the tape says
What to watch: AI infrastructure spend continues to concentrate in compute, memory, and power equipment.
Market reaction today: $META +1.66%
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