AI Labs
Meta
The parent company of Facebook and Instagram, whose 2026 AI infrastructure capital expenditure guidance rose to $125-145 billion, funding a massive NVIDIA GPU build-out, custom MTIA silicon developed with Broadcom, and a 49% stake in data-labeling company Scale AI. Meta raised its 2026 AI infrastructure capital expenditure guidance to $125-145 billion, funding a massive NVIDIA GPU build-out and custom MTIA silicon developed with Broadcom.
Leading Indicators
Hiring and patent filing trends — the underlying numbers Momentum is computed from. Insider filing activity is tracked separately under Sources below.
Additional Intelligence Signals
Patent citation lineage, earnings-call mentions, and federal contract disclosures — automatically collected, not yet visible anywhere else on the site.
Earnings-call mentions
Mentioned by LiveRamp
“The event included more than 40 presentations and panels featuring some of our largest customers and partners, such as General Motors, JPMorgan Chase, Netflix, and Meta.”
SEC 8-K exhibit (0001104659-26-062908) · May 18, 2026
Federal contract disclosures
Department of Homeland Security — $1,474,828,686: BULK STEEL FOR SOUTHWEST BORDER BARRIER CONSTRUCTION PROJECTS
USAspending.gov · Feb 11, 2026
Department of Defense — $697,724,218: PHASE 3 AND 4 DEVELOPMENT WITH 7 PROTOTYPE DELIVERABLES OF THE OPTIONALLY MANNED FIGHTING VEHICLE.
USAspending.gov · Jun 26, 2023
Department of Energy — $50,462,993: THE SAVANNAH RIVER FIELD OFFICE (SRFO) DESIRES TO PROCURE VIRGIN PALLADIUM SPONGE MEETING THE REQUIREMENTS OF SPECIFICATION ASTM B 589-94, LESS THAN 5 PPM SULFUR.
USAspending.gov · Jul 1, 2022
Department of Defense — $37,007,915: 20MM SEARANGER GUN SYSTEMS (QTY: 12), SPARES, TRAINING, HAT TEST
USAspending.gov · Sep 29, 2021
Department of Defense — $34,797,513
USAspending.gov · Jun 30, 2006
Sources
Every claim traced to a primary source — evidence, recent activity, and insider filing behavior, all in one place.
Evidence
5 sources · 1 government/SEC filing · 82% avg. source confidence
- U.S. Securities and Exchange Commission (EDGAR) — Meta Platforms, Inc. FY2025 Annual Report (Form 10-K), filed with the SEC95% source confidence
- Tom's Hardware / CNBC — Meta expands custom silicon strategy with Broadcom co-design and TSMC fabrication68% source confidence
- Meta Platforms, Inc., official investor relations — Meta raises 2026 capex guidance to $125-145 billion90% source confidence
- CNBC — Meta expands NVIDIA deal for millions of AI chips in data center build-out80% source confidence
- CNBC / Fortune — Meta Q1 2026 revenue up 33%, stock falls 6% on higher capex guidance78% source confidence
Latest Activity
- NewsTech stocks today: Big Tech earnings this week mark a pivotal moment for the AI trade - Yahoo FinanceGoogle News — Canada Business
Insider Filing Activity
Counts filing frequency only — transaction direction/size wasn't parseable from the sampled filings · sourced from SEC EDGAR · as of Jul 28, 2026
Dependency Map
What Meta depends on below, and who depends on Meta above — click any node to make it the new center, 3 levels deep.
Connection type
Click any node to make it the new center. Scroll to zoom, drag to pan.
The Story So Far (last 6 months)
Auto-generated from this entity's dated milestones, relationship updates, and sourced evidence — not AI-written, just sorted.
Emerging Signals
Meta's AI Capex Growth Is Outpacing Clear Revenue Justification
MediumMeta's stock declined roughly 6% following its latest capex guidance raise to $125-145 billion, with investors increasingly questioning whether AI infrastructure spending is translating into proportional revenue gains, even as the company explores selling excess compute capacity to outside companies.
Market Intelligence
UnverifiedCredibly-reported claims — analyst notes, sourcing citing “people familiar with the matter,” deals where the companies involved declined to comment — that haven't been officially confirmed. Kept structurally separate from the sourced evidence above; treat as a lead worth researching further, not an established fact.
Reportedly in talks with Samsung Foundry for AI chip manufacturing
42% confidenceMeta is reportedly in talks with Samsung Foundry to manufacture its forthcoming AI chips in a deal valued at over 10 trillion won (roughly $6.5 billion), which could shift part of its MTIA chip roadmap away from TSMC.
Reported via Reuters/industry press citing sourcing on the talks; neither Meta nor Samsung has confirmed a signed agreement.
Reuters (via Benzinga) · Jul 17, 2026
Reportedly in early talks with Anthropic to sell compute capacity
38% confidenceAnthropic is reportedly in early talks with Meta to acquire compute capacity, a notable pairing given Meta's own heavy AI infrastructure buildout and its history of competing directly with frontier labs rather than supplying them.
Reported by CNBC as early-stage discussions; neither company has confirmed a deal or its terms.
CNBC · Jul 17, 2026
Meta's Timeline
A sourced, dated history of Meta's key moments — founding to present.
Jan 2026 · AI capex guidance raised to $125-145B
Meta raised its 2026 AI infrastructure capital expenditure guidance to $125-145 billion, funding a massive NVIDIA GPU build-out and custom MTIA silicon developed with Broadcom.
Apr 2026 · Q1 2026 revenue up 33%, stock falls 6% on capex raise
Meta reported Q1 2026 revenue of $42.3 billion (up 33% year-over-year, its fastest growth since 2021) with adjusted EPS of $7.31 versus $6.79 expected, but shares fell more than 6% in after-hours trading as the company raised full-year 2026 capex guidance to $125-145 billion (from $115-135 billion), citing higher component prices and additional data center costs for future-year capacity; CEO Mark Zuckerberg said new AI models would let Meta build a 'first-principles understanding' of user interests rather than relying solely on statistical engagement patterns.
Jul 2026 · Guides Q2 2026 revenue to $58-61B; Superintelligence Labs ships upgraded Meta AI
Meta guided Q2 2026 total revenue to $58-61 billion ahead of its July 29, 2026 earnings report, with Wall Street modeling $60.22 billion and EPS of $7.18; Meta Superintelligence Labs released a 'significantly upgraded' version of Meta AI built on the Muse model family, with Business AIs on WhatsApp and Messenger reaching 10 million weekly conversations.
How These Connections Evolved
How a relationship changed over time, not just its current state — sourced, dated, and traceable.
Meta ↔ NVIDIA
2024–2026
Meta scaled NVIDIA GPU purchases into the tens of billions of dollars to build out its AI infrastructure, alongside a growing secondary allocation of AMD chips for diversification.
Now
Meta depends on NVIDIA GPUs for the bulk of its AI infrastructure build-out, in a deal chip analysts describe as certainly in the tens of billions of dollars, alongside significant AMD chip purchases.
Meta ↔ Mark Zuckerberg
2024–2026
Mark Zuckerberg directed Meta's strategic pivot toward heavy AI infrastructure investment and a new superintelligence research push amid intensifying frontier-lab competition.
Now
Mark Zuckerberg founded Meta (formerly Facebook) and continues to direct its strategic pivot toward AI infrastructure and superintelligence research.