---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/43071262.md"
description: "Over the past month, Meta has loudly pushed its cloud ambitions—raising compute-capacity targets, courting partners, and signing a multi‑billion dollar compute deal with Anthropic.Naturally, the market looked for a major step-up in Capex guidance.Instead, management only lifted the lower bound of the 2026 Capex range by $5bn.The full-year guide is still $130–145bn, below buy-side expectations that had been anchored to the top end of the range.Aggressive money had penciled in a near‑doubling, leaning on a Reuters report that Meta aims to deploy 14GW of compute next year—roughly 2x by year-end.But is all of that 14GW self-built?Based on Meta's own data-center build plan, Dolphin Research estimates about 7GW for 2026, and roughly 9–10GW by end-2027.That is a net shortfall of about 4GW vs. Reuters' figure.Zuckerberg still stresses that compute remains scarce in the near term.This contrast—tough rhetoric, steady numbers—is what truly unsettles Capex-cycle bulls. $Meta Platforms(META.US)"
datetime: "2026-07-30T09:47:34.000Z"
locales:
  - [en](https://longbridge.com/en/topics/43071262.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/43071262.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/43071262.md)
author: "[Dolphin Research](https://longbridge.com/en/dolphin.md)"
---

# Over the past month, Meta has loudly pushed its cl…


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- [META.US](https://longbridge.com/en/quote/META.US.md)

## Comments (1)

- **妮子乱炒股 · 2026-07-31T01:06:53.000Z**: This company should go under. Damn it, they say there's an oversupply of computing power, causing tech stocks to crash wildly.