Meta 收窄資本開支預測，押注 AI 智能體競爭
Meta narrows capex forecast as it leans into the AI agent wars
Meta 將 2026 年資本開支預測收窄至 $135-145 billion，並繼續大力投資 AI。Meta 第三季資本開支為 $34.91 billion，高於第二季的 $31.08 billion。AI 助理 Muse 每日用戶逾 2 million，下載量達 3 million；Zuckerberg 表示會提供大量免費 tokens，並預期日後透過交易收取小額費用。
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Meta is making it rain for AI.
The company spent $34.91 billion in capital expenditures during the third quarter of 2026. That's up from the second quarter's sum, $31.08 billion.
For the year 2026, Meta said it expects to spend between $135-145 billion in capital expenditures, narrowed from its prediction of $130-145 billion last quarter.
Meta's forecast includes the yearly capex prediction that analysts expected: $139.79 billion.
As Meta bets big on AI, it is investing heavily in its development. It has built massive, costly data centers and spent big on computing power.
The spending uptick was expected. On the "Cheeky Pint" podcast earlier this month, CEO Mark Zuckerberg recounted early conversations about the investment — and said he'd bet up to $200 billion on AI, before he knew the models would work.
Investors haven't loved Meta's massive capex forecasts in past quarters. The stock tumbled almost 10% last quarter after earnings per share missed Wall Street estimates, and sank 6% the quarter before on raised capex guidance.
This quarter, Meta has a new hero product: Muse.
The AI assistant has reached over 2 million daily users and 3 million downloads. It quickly scaled the App Store. Muse users told Business Insider they chatted with it to help plan trips and ace exams.
The energy around the company is ebullient, as Alexandr Wang, Meta's chief AI officer, continues to post memes of Muse's squishy-looking mascot.
At Meta's Connect keynote event in September, Zuckerberg said Muse "has a novel business model."
"We believe that Muse will make you money, and we're standing behind this by making Muse free for a huge number of tokens with the expectation that over time, we will profit by taking a small fee from transactions," he said.
Muse could help justify the capex guidance for some investors. The stock was trading up 4.12% after-hours at the time of publication.
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Henry Chandonnet is a senior reporter on the Business News desk. He writes about tech culture, from Silicon Valley's startup class to the everyday AI user. He also closely covers Big Tech and the workplace. Henry previously wrote for Fast Company, where he covered trending tech news. He's written for The Daily Beast, People Magazine, and Vulture.Email Henry at hchandonnet@insider.com, reach him on Signal at henrychand.30, or follow him on X @HenryChandonnet.
來源：Business Insider Tech · businessinsider.com