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COMPANY SPOTLIGHT PREMIUM

Meta Platforms: Advertising Giant Betting Its Future on AI Infrastructure

With 3.56 billion daily users, a rapidly accelerating ad business, and a $125–$145 billion capex commitment in 2026 alone, Meta is deploying its cash machine to fund the most ambitious AI buildout in its history — and the market is still deciding whether the returns will justify the cost.

May 1, 2026 · META
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The Power Delivery GapReport
Research

The Power Delivery Gap

The interconnection queue holds more than 1,100 GW of power. The grid delivers renewables quickly and firm gas slowly, if at all. A model of what the US grid can actually deliver, and when, built on MLQ's queue and generator data.

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