“Meta just raised its AI spending guidance to $125-145B for 2026, its highest ever, as the company builds out its own infrastructure rather than relying on third-party clouds, putting it squarely in the hyperscaler winner category.”
“AI spend continues to accelerate and hyperscalers are benefitting”
Prices are point-in-time snapshots from the named provider. The verdict compares the return since entry against the band above.