---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000301392.md"
description: "$Meta Platforms(META.US) Capex is going up for next year. CFO says compute needs have expanded meaningfully, and we will aggressively invest through both our own infrastructure and third-party providers. Capex growth will be notably larger, and total expenses will rise more quickly given increasing cloud costs.The stinger is the expense growth rates will increase because of cloud. Not sure who they will purchase the cloud from.Source: Gene Munster"
datetime: "2025-10-29T21:01:01.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000301392.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000301392.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000301392.md)
author: "[Gene Munster](https://longbridge.com/en/profiles/21804449.md)"
generator: "portal-rs"
---

# $Meta Platforms(META.US) Capex is going up for nex…


### Related Stocks

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

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> **Disclaimer: This article is for reference only and does not constitute any investment advice.**