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Meta plans to spend $115-135 billion on AI infrastructure in 2026, nearly double its 2025 investment of $72 billion. The expenditure, comparable to Kenya's entire GDP, will support Meta's Superintelligence Labs and efforts to build "personal superintelligence" agents. Zuckerberg aims to merge large language models with recommendation systems across Facebook, Instagram, and ad platforms to drive revenue. The company doubled GPUs for its GEM generative ads model in Q4 and launched Meta Compute to oversee datacenter expansion, targeting tens of gigawatts this decade. Meta reported $200.96 billion revenue for 2025, up 22% year-over-year, and signed nuclear energy agreements to power future infrastructure.

Meta's massive AI infrastructure spend to match Kenya's GDP