#capex
Mark Zuckerberg says Meta is cutting 8,000 jobs to pay for AI infrastructure — insatiable compute demand means the company can't rule out further headcount reductions
Meta spent $72.2 billion on capex in all of 2025. The midpoint of its new 2026 guidance would nearly double that figure in a single year.
West Asia conflict may trigger $800 billion capex boost for India, but oil and fertiliser risks remain: Morgan Stanley
Morgan Stanley’s latest report indicates that geopolitical tensions may boost India’s efforts for supply chain resilience and domestic capacity