Meta lifts 2026 capex to $125–145B, deploys tens of millions of AWS Graviton cores

Meta raised 2026 CapEx guidance to $125–145B (up 7.4%), citing higher component pricing and data center costs, and confirmed it's deploying tens of millions of AWS Graviton cores for next-gen AI training — one of the largest publicly disclosed Arm-based AI deployments. Shares dropped over 6% after-hours.