Meta plans to launch a capital increase to raise tens of billions of dollars to finance its heavy investments in artificial intelligence (AI) infrastructure, according to Financial Times.
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The move by Facebook’s parent company comes just days after Alphabet raised $84.75 billion through an expanded share placement due to strong investor interest, in a scenario of competition among big tech companies to build data centers and take advantage of the growing demand for AI. It was commented in the market these days that other big tech companies could resort to capital increases to face this unprecedented investment effort in the technology industry.
The company has suffered a strong punishment on the stock market after its possible movements became known. Meta shares fell 6% on a day of strong setbacks in the technology industry.
Meta’s management has been exploring “creative” ways to obtain financing as they prepare to face a drastic increase in their AI-related capital expenditures.
The company raised its investment forecasts for 2026, reaching $145 billion this year, warning that the figures would be higher in 2027. An increase that rekindled doubts among investors about the possible impact this strategy could have on Meta’s profitability. In fact, the company led by Mark Zuckerberg decided to completely halt its share buyback plans during the first quarter.
Meta CEO, Mark Zuckerberg, has been working to strengthen the company’s position in the AI segment over the past year after the disappointing launch of its Llama 4 model. The firm had planned to present an even larger AI model, Llama 4 Behemoth, but finally decided to postpone it.
In this scenario of uncertainty, Zuckerberg has approved strong investments for attracting AI talent, including an acquisition, a year ago, of Scale AI and its CEO, Alexandr Wang, worth $14 billion. The executive is now Meta’s head of AI.
The four major hyperscalers, Alphabet, Amazon, Meta, and Microsoft, will allocate more than $720 billion in 2026 alone to these AI investments, with plans to increase that amount in 2027.
The operation launched by Alphabet this week, which may be followed by Meta, has surprised SpaceX, Anthropic, and OpenAI, which have multi-billion dollar IPO operations underway.
In the case of the company controlled by Elon Musk, its IPO is scheduled for next June 12. The day before, it will set the IPO price, although it seems to be receiving strong investor interest. According to Bloomberg, investor demand has exceeded supply in a transaction with which SpaceX aims to raise $75 billion to finance its space services and AI businesses. The share price could be around $135, with which the company would reach a valuation of $1.8 trillion.
Anthropic, for its part, confidentially filed an application with the U.S. Securities and Exchange Commission (SEC) this week to go public. In the latest funding round, in which it raised $65 billion, the creator of Claude and Mythos reached a valuation of $965 billion, above the $850 billion reached by its competitor OpenAI, which also intends to go public.
