“Meta is no longer just buying AI hardware off the shelf, it is reserving capacity across its entire stack and building a custom chip, positioning itself to own the economics of its own AI infrastructure at $145B in capex.”
“$META reported $145B AI buildout is becoming a multiyear revenue pipeline for the companies beneath it.”
Prices are point-in-time snapshots from the named provider. The verdict compares the return since entry against the band above.