Meta Platforms just told investors it plans to spend somewhere between $115 billion and $145 billion on AI infrastructure in 2026. That’s not a typo. For context, that figure is nearly double what Meta spent in 2025, which itself was roughly $70 billion.
The trillion-dollar anxiety spiral
AI-related sell-offs have already erased over $1 trillion in combined market capitalization from a group that includes Nvidia, Meta, Microsoft, Amazon, and Alphabet.
After recent earnings releases, Nvidia and Palantir alone saw a combined market value decline of $120 billion.
Insider selling hasn’t helped the mood. Reports have cited roughly $3.3 billion in combined insider sales from Nvidia and Palantir executives.
