Important comment on $Meta Platforms(META.US) capex on the last question on the call.
CFO Susan Li says 2028 capex will focus on keeping their options open. They will spend on land and power and hold off on buying the expensive "chips" until "more cards are turned over.My take: FY28 Meta capex will go higher. If they need all of the capacity they can make through the end of 2027, they will likely need more in 2028. We are just getting started on the AI uses cases.Source: Gene Munster
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