Meta reported record revenue in the fourth quarter, driven by strong performance across its advertising and other business units, which generated $59.9 billion—a 24% year-over-year increase. The company also revealed a significant expansion in its capital spending plans, projecting up to $135 billion in investments for 2026. This marks a roughly 20% increase over Wall Street expectations and nearly doubles last year’s spending level, underscoring Meta’s commitment to accelerating its artificial intelligence initiatives. The announcement fueled investor confidence, sending Meta’s shares up more than 8% in after-hours trading. The company highlighted momentum in its AI-driven products, including its AI-powered smart glasses, which are part of its broader effort to build next-generation computing platforms. Meta’s aggressive spending reflects its strategy to maintain leadership in AI innovation, particularly as it competes with tech giants like Google, Microsoft, and OpenAI. The company has been investing heavily in data centers, AI infrastructure, and research to support large-scale model development and deployment. While the massive increase in capital expenditures signals long-term ambition, Meta continues to balance growth with profitability. The strong revenue performance, especially in advertising, provides a solid financial foundation for these investments. The company’s focus on AI is not limited to software and models—Meta is also advancing hardware innovation, with its AI glasses representing a key step toward integrating AI into everyday life through wearable technology. With its AI ambitions firmly in motion and financial results showing resilience, Meta is positioning itself for sustained growth in the coming years, even as it faces increasing competition and scrutiny over its spending and technological roadmap.