While Amazon, Google, Meta, and Microsoft pour record billions into AI infrastructure, Apple takes a different approach—and Big Tech cloud backlogs reach unprecedented levels.
Meta (META) reports strong Q4 2025 results with 24% revenue growth and announces massive $115-135B AI infrastructure spending for 2026, funded by robust advertising business.
Meta signs a multiyear $6 billion agreement with Corning to supply fiber-optic cables, expand U.S. AI data centers, and create skilled jobs in North Carolina.
Meta shares rise over 5% after Jefferies says the stock is undervalued versus other Big Tech giants and highlights AI progress, cost cuts, and revenue growth.
Bank of America upgraded Oklo stock to Buy after a binding deal with Meta to build a 1.2 GW nuclear campus, highlighting growing data center demand.
Meta faces growing pressure as tech giants are asked to cover their own data center energy costs, making AI investments more expensive and risky for investors.
