Meta is spending up to $145B on AI this year, and it’s changing how the company builds everything

Meta just told investors something that should make every developer, founder, and crypto builder pay attention: AI has fundamentally changed how fast the company ships products. CEO Mark Zuckerberg confirmed during Q2 2026 earnings commentary that AI is accelerating development across Facebook, Instagram, and Marketplace, with a wave of new consumer products already in the pipeline. The numbers backing that claim are staggering. Meta’s 2026 capital expenditure guidance sits between $125B and $145B, nearly all of it funneled into AI infrastructure. The company also plans to double its cloud capacity this year. AI is writing the code now Meta is targeting a milestone where select engineering teams generate over 75% of their committed code using AI tools by mid-2026. Zuckerberg indicated the company is making significant progress toward that goal. The company released Muse Spark 1.1 on July 9, a multimodal reasoning model designed for agentic tasks and coding. It’s available through a new public Meta Model API, which means outside developers can tap into the same kind of tooling Meta uses internally. Why crypto builders should care Meta didn’t mention crypto, blockchain, or Web3 in an...