Meta Keeps Losing Billions on Reality Labs, Raises Its AI Bet

Friends, a tech update: Meta lost another $4bn at Reality Labs.

- Over 21 quarters, Reality Labs posted $83.5bn in losses — roughly $4bn per quarter.
- The company is scaling back some metaverse ambitions but plans to spend $125–145bn on AI infrastructure by 2026.
- Management admits rising capex; the CFO declined to forecast 2027 and noted underestimation of compute needs.

Why it matters: AI development remains capital-intensive and risky even for highly profitable firms.
How do you assess Meta’s long-term AI strategy?
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