--- title: Meta lifts the floor on its AI spending as revenue jumps... description: Meta raised the floor of its 2026 capital expenditure forecast to $130–145 billion, signaling an unwavering commitment to AI infrastructure spending. Q2... canonical: https://daily.dev/posts/meta-lifts-the-floor-on-its-ai-spending-as-revenue-jumps-but-cash-flow-collapses-mbq6b8w56 twitter:card: summary_large_image twitter:site: @dailydotdev og:type: website og:site_name: daily.dev og:title: Meta lifts the floor on its AI spending as revenue jumps but cash flow collapses | daily.dev og:description: Meta raised the floor of its 2026 capital expenditure forecast to $130–145 billion, signaling an unwavering commitment to AI infrastructure spending. Q2... og:url: https://daily.dev/posts/meta-lifts-the-floor-on-its-ai-spending-as-revenue-jumps-but-cash-flow-collapses-mbq6b8w56 og:image: https://api.daily.dev/og/posts/Mbq6B8w56.png og:image:alt: Meta lifts the floor on its AI spending as revenue jumps but cash flow collapses og:image:width: 1200 og:image:height: 630 og:locale: en --- > ## Documentation Index > Fetch the complete documentation index at: https://daily.dev/llms.txt > Use this file to discover all available pages before exploring further. # Meta lifts the floor on its AI spending as revenue jumps but cash flow collapses **[The Next Web](https://daily.dev/sources/tnw)** · 4 min read · 0 upvotes · 0 comments ## Summary Meta raised the floor of its 2026 capital expenditure forecast to $130–145 billion, signaling an unwavering commitment to AI infrastructure spending. Q2 revenue hit $60.8 billion, up 28% year-over-year — the fastest growth since late 2021 — driven by AI-enhanced ad recommendations on Instagram and Facebook. However, free cash flow collapsed 91% to $784 million as the AI build-out consumes cash generated by the ads business. EPS of $6.18 missed analyst expectations of $7.22, partly due to a $2.4 billion legal charge. Daily active users across Meta's apps reached 3.6 billion, up 3%. Zuckerberg outlined plans to monetize excess AI compute by renting it out cloud-style, framing the massive infrastructure investment as a future revenue stream rather than purely a cost center. ## Full article daily.dev links to this article rather than hosting it. Read it at the original source: ## Similar posts on daily.dev - [Meta reports record $56.3B revenue but daily users decline for first time as capex rises to $145B and 8,000 jobs are cut](https://daily.dev/posts/meta-reports-record-56-3b-revenue-but-daily-users-decline-for-first-time-as-capex-rises-to-145b-an-nk2kqmxkd) · The Next Web · 2 upvotes · 1 comments - [AI is making Google and Meta even stronger and richer](https://daily.dev/posts/ai-is-making-google-and-meta-even-stronger-and-richer-seklfcla8) · The Register · 1 upvotes · 0 comments - [Meta has an AI product problem](https://daily.dev/posts/meta-has-an-ai-product-problem-ifk2sfcge) · TechCrunch · 1 upvotes · 0 comments - [Meta cuts 8,000 jobs amid record $56B quarterly revenue as Zuckerberg bets $145 billion on AI infrastructure](https://daily.dev/posts/meta-cuts-8-000-jobs-amid-record-56b-quarterly-revenue-as-zuckerberg-bets-145-billion-on-ai-infras-dvwkkwheh) · The Next Web · 0 upvotes · 0 comments --- Tags: [#cloud](https://daily.dev/tags/cloud), [#ai-infrastructure](https://daily.dev/tags/ai-infrastructure) [View this post on daily.dev](https://daily.dev/posts/meta-lifts-the-floor-on-its-ai-spending-as-revenue-jumps-but-cash-flow-collapses-mbq6b8w56) ```json {"@context":"https://schema.org","@graph":[{"@type":"Organization","@id":"https://daily.dev/#organization","name":"daily.dev","url":"https://daily.dev","logo":{"@type":"ImageObject","url":"https://daily.dev/apple-touch-icon.png","width":180,"height":180},"sameAs":["https://twitter.com/dailydotdev","https://github.com/dailydotdev","https://www.linkedin.com/company/daily-dev-ltd"]},{"@type":"WebSite","@id":"https://daily.dev/#website","url":"https://daily.dev","name":"daily.dev","publisher":{"@id":"https://daily.dev/#organization"},"potentialAction":{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https://daily.dev/search?q={search_term_string}"},"query-input":"required name=search_term_string"}}]} {"@context":"https://schema.org","@type":"TechArticle","headline":"Meta lifts the floor on its AI spending as revenue jumps but cash flow collapses","url":"https://daily.dev/posts/meta-lifts-the-floor-on-its-ai-spending-as-revenue-jumps-but-cash-flow-collapses-mbq6b8w56","mainEntityOfPage":{"@type":"WebPage","@id":"https://daily.dev/posts/meta-lifts-the-floor-on-its-ai-spending-as-revenue-jumps-but-cash-flow-collapses-mbq6b8w56"},"datePublished":"2026-07-30T08:03:58.877Z","dateModified":"2026-07-30T11:08:10.480Z","description":"Meta raised the floor of its 2026 capital expenditure forecast to $130–145 billion, signaling an unwavering commitment to AI infrastructure spending. 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