Meta AI Updates: April 30, 2026

1. Meta Raises 2026 Capex to $125-145B and Pitches a New Generation of AI Models

Meta. Meta raised full-year 2026 capital expenditure guidance to $125-145B (up from $115-135B), citing higher component prices and additional data-center costs. On the call, Mark Zuckerberg argued that a new generation of AI models will give Meta a “first-principles understanding” of user interests beyond the statistical-pattern era of recommendation, framing the spend as a recommendation-system investment as much as a Llama investment. The stock fell more than 6% after-hours on the capex jump, mirroring the market’s reaction to similar announcements from hyperscalers earlier in the cycle. Source

2. Reality Labs Posts Another Heavy Operating Loss as the AI Pivot Absorbs Spend

Meta. Meta’s Reality Labs continued to post heavy operating losses in Q1 2026, even as the broader portfolio doubled down on AI infrastructure. The persistence of AR/VR losses while AI spend rises sharpens the question of how much longer Reality Labs can be carried as a parallel bet rather than absorbed into the AI roadmap, especially as smart-glasses devices increasingly serve as Meta AI’s hardware front door. Source