Meta正在为AI大举投入。该公司在2026年第三季度的资本支出达349.1亿美元，高于第二季度的310.8亿美元。
Meta is making it rain for AI. The company spent $34.91 billion in capital expenditures during the third quarter of 2026. That's up from the second quarter's sum, $31.08 billion.
对于2026全年，Meta预计资本支出将在1350亿至1450亿美元之间，较上一季度预测的1300亿至1450亿美元有所收窄。
For the year 2026, Meta said it expects to spend between $135-145 billion in capital expenditures, narrowed from its prediction of $130-145 billion last quarter.
Meta的预测包含了分析师预期的全年资本支出预测：1397.9亿美元。
Meta's forecast includes the yearly capex prediction that analysts expected: $139.79 billion.
随着Meta在AI上押下重注，它正在大力投资开发，建设了大规模、高成本的数据中心，并在算力上投入巨资。支出的增加在预期之中。
As Meta bets big on AI, it is investing heavily in its development. It has built massive, costly data centers and spent big on computing power. The spending uptick was expected.
本月早些时候，CEO马克·扎克伯格在“Cheeky Pint”播客中回顾了早期关于投资的对话，并表示在知道模型是否奏效之前，他愿意押注高达2000亿美元用于AI。投资者在过去几个季度并不买账Meta巨大的资本支出预测。
On the "Cheeky Pint" podcast earlier this month, CEO Mark Zuckerberg recounted early conversations about the investment — and said he'd bet up to $200 billion on AI, before he knew the models would work. Investors haven't loved Meta's massive capex forecasts in past quarters.
上一季度每股收益未达华尔街预期后，股价暴跌近10%，再上一季度因上调资本支出指引下跌6%。本季度，Meta有了一个新的明星产品：Muse。
The stock tumbled almost 10% last quarter after earnings per share missed Wall Street estimates, and sank 6% the quarter before on raised capex guidance. This quarter, Meta has a new hero product: Muse.
该AI助手已拥有超过200万日活用户和300万下载量，迅速登上App Store榜单。
The AI assistant has reached over 2 million daily users and 3 million downloads. It quickly scaled the App Store.
用户向《商业内幕》表示，他们与Muse聊天以帮助规划行程和应对考试。
Muse users told Business Insider they chatted with it to help plan trips and ace exams.
随着Meta首席AI官Alexandr Wang持续发布Muse软萌吉祥物的表情包，公司内部气氛高涨。
The energy around the company is ebullient, as Alexandr Wang, Meta's chief AI officer, continues to post memes of Muse's squishy-looking mascot.
在9月的Meta Connect主题演讲中，扎克伯格表示Muse“拥有一种新颖的商业模式”。
At Meta's Connect keynote event in September, Zuckerberg said Muse "has a novel business model."
他说：“我们相信Muse能为你赚钱，我们通过让Muse在大量token额度内免费使用来兑现这一承诺，预期随着时间的推移，我们将通过从交易中抽取少量费用获利。”Muse可能有助于让部分投资者接受资本支出指引。发稿时，Meta股价盘后上涨4.12%。
"We believe that Muse will make you money, and we're standing behind this by making Muse free for a huge number of tokens with the expectation that over time, we will profit by taking a small fee from transactions," he said. Muse could help justify the capex guidance for some investors. The stock was trading up 4.12% after-hours at the time of publication.