Meta said on Monday, October 26, 2026, that it plans to raise up to $95 billion in new stock to fund its AI buildout — about $35 billion in offerings launched now, plus a planned program of up to $60 billion more starting in early 2027. The money is for AI data centers and computing power, at a time when Meta expects $135 billion to $145 billion in capital spending this year alone. In a twist, Nvidia, AMD, and Broadcom — the companies that sell Meta its chips — have shown interest in buying up to $5 billion of the new shares, though that interest is not binding.
Hook: $95 billion in new stock to pay for AI, with $35 billion now and up to $60 billion later, and Meta’s own chip suppliers showing interest in $5 billion of it.
Context: Meta announced on Monday, October 26, 2026, a plan to raise up to $95 billion in new stock to fund AI data centers and computing power: about $35 billion now and a planned program of up to $60 billion starting in early 2027.
Stakes: Meta expects $135 to $145 billion in capital spending this year alone, and Nvidia, AMD, and Broadcom have shown non-binding interest in up to $5 billion of the new shares, raising a circular-capital question.
Payoff: The AI race is now so expensive that even Meta has to ask the market to pay for it; the question is who keeps funding it, and for how long.
Cathedral, an AI cybersecurity startup, says its AI agents found paths into Anthropic’s internal systems in under 12 hours through flaws in third-party business software — an authorized bug-bounty test. Anthropic confirmed access to a limited set of sales, HR, and IT systems, but said customer conversations, model code, and model weights were not reached.
Instagram reel: https://www.instagram.com/p/De-YWfhgZoa/
Reuters report on Meta’s $95 billion plan: https://wncy.com/2026/10/26/meta-launches-35-billion-stock-offering-to-fund-ai-expansion/
Morningstar / Dow Jones breakdown and capital spending: https://www.morningstar.com/news/dow-jones/202610262815/meta-plans-35-billion-stock-offering-to-power-ai-buildout-eyes-95-billion-total-plan
Cathedral / Anthropic report: https://techstartups.com/2026/10/26/ex-doge-ai-cybersecurity-startup-cathedral-breaches-anthropics-internal-systems-in-under-12-hours-using-ai-agents-exposing-sensitive-employee-data/
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