Meta plans to invest between 125 and 145 billion dollars in capital expenditures in 2026, nearly all dedicated to AI infrastructure. CEO Mark Zuckerberg confirmed that AI tools now generate most of the company’s code, with a target of over 75% for select engineering teams by mid-2026. Meta released the Muse Spark 1.1 model on July 9, accessible through a new public API. This massive acceleration in AI spending could positively impact the decentralized application ecosystem by speeding up application layer development, while Meta’s doubling of cloud capacity may tighten centralized compute supply.
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