Meta beats on Q4 revenue as Mark Zuckerberg predicts a ‘major AI acceleration’ in 2026—with up to $135 billion in capex spending to match

On Meta’s 4th quarter earnings call, CEO Mark Zuckerberg predicted his company would experience a “major AI acceleration” in 2026 as it races to catch up after falling behind Google, OpenAI and Anthropic in leading AI models in 2025. It…








