Meta Raises 2026 AI Capex Floor to $130 Billion Amid $4.62B Reality Labs Loss
Meta commits $130B minimum AI spending for 2026 while Reality Labs posts $4.62B Q2 loss; Microsoft Copilot hits 30M paid seats.
Meta Raises AI Investment Floor to $130 Billion
Meta has raised its 2026 AI capital expenditure floor to $130 billion, underscoring the company’s commitment to scaling its AI infrastructure despite ongoing losses in other divisions. The company reported Q2 2026 revenue of $60.8 billion.
However, Meta’s Reality Labs division reported a $4.62 billion loss in the same quarter, continuing a pattern of significant investment in its metaverse efforts.
Microsoft Copilot Reaches 30 Million Paid Seats
Microsoft’s Copilot has reached 30 million paid seats, marking continued commercial traction for the AI assistant offering.
Microsoft’s Mixed Portfolio Performance
Microsoft’s investments in generative AI have shown divergent results in Q4. Its investment in Anthropic gained $3.2 billion, while the company marked down its OpenAI investment by $600 million.
Brookfield and NextEra Plan $100 Billion AI Campus in Kentucky
Brookfield and NextEra have announced plans for a $100 billion AI campus in Paducah, Kentucky, sited on a former US Department of Energy uranium facility. The campus is planned to reach 1.2 GW of compute capacity by 2032.
Source: AI Weekly