Meta Eyes 1-Gigawatt Texas Compute Sales as 2026 Capex Reaches $145 Billion
Updated
Updated · The Motley Fool · Aug 2
Meta Eyes 1-Gigawatt Texas Compute Sales as 2026 Capex Reaches $145 Billion
3 articles · Updated · The Motley Fool · Aug 2
Summary
Meta said selling excess data center capacity is now a real business option, anchored by a 1-gigawatt Texas venture with BlackRock under its Meta Compute initiative.
Zuckerberg said buyers are offering a significant premium to Meta's build cost, suggesting the company could earn strong returns even as heavy infrastructure spending squeezed quarterly profit.
$130 billion to $145 billion in 2026 capital spending and $226 billion in net property and equipment give Meta the scale to turn even a small slice of spare capacity into tens of billions in revenue.
That would diversify a business still dominated by advertising, though Meta would enter a fiercely competitive cloud market where Google Cloud is near $99 billion annualized revenue and Microsoft and Amazon exceed $100 billion.