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Meta and Microsoft shares fell in after-hours trading on Wednesday after the tech giants disclosed spending on AI data centers filled with humming servers. Meta warned that 2026 outlays would be “notably larger” than in 2025, but CEO Mark Zuckerberg, said he wasn’t worried about overspending on AI infrastructure. Matt Bloxham of Bloomberg Intelligence explains.
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31 thoughts on “AI Spending Worry: Meta, Microsoft Shares Fall on Data Center Investment Plans

  1. These dummies, are simply, enslaving the population. What do you imagine AI will do for you? Because by the time you help them get what they want, you're history…. We'll call you a legend, but, you'll know what's really up. Don't be a sucker for a bent out of shape geek

  2. If you follow the financial news long enough, you will know that these freaking outlet are trash. It's all about gossip, bs, speculation. But they use gossip and pretend that is the explanation. Who remembers the last time these out let contribute meta drop to meta virtual reality? And Meta popped up even higher after

  3. Given that big tech needs 2 TRILLION DOLLARS in revenue by 2030 to make something of their hideous expenditure, I'm not that confident people have a clue what they're investing in. Let that sink in, 2 TRILLION.

  4. This is normal volatility. Bloomberg are just trying to stoke it further to justify their jobs, by capitalising on growing AI scepticism. Most useless news I’ve heard today.

  5. Best to spread the money based on Msft, Google, Meta, Nvda is ratios based growth relative to PE. I would rank them Google Nvda Msft… Meta as distant 4th side bet. Jensen Huang claims there is no AI bubble and Blackwell and Rubin will have forward sales of $500B for 2025-2026 based on bookings (?). Anyway, best to be cautious.

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