$Meta Platforms(META.US) CFO would not comment on capex for 2027, but said they believe compute is increasingly important.
My take: This rhymes with Google's comment tonight that they expect capex next year to be up "considerably" The Street is expecting Meta capex to grow at 9% in 2027. I expect it will be up a similar rate as Google, around 20-30%.Source: Gene Munster
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