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#META — Meta Plans $35B Equity Raise to Fund AI Infrastructure | ThinkSabio
Oct 26, 2026 · ThinkSabio Inc
Meta is reportedly turning to the equity markets to help finance its massive AI infrastructure expansion, planning a $35 billion capital raise as hyperscalers compete for GPUs, power, and data-center capacity.
🔹 Key Highlights
💰 $35B Raise: Meta is reportedly planning to raise approximately $35B through equity-linked financing.
📊 Common Stock: The offering reportedly includes $22.5B in Class A common stock.
🔄 Preferred Shares: Another $12.5B is planned through mandatory convertible preferred shares.
🏗️ AI Infrastructure: The capital would support Meta's aggressive AI infrastructure and computing expansion.
💻 Q4 CapEx: Q4 capital expenditures could reach approximately $55B.
🤝 Strategic Investors: NVIDIA, AMD, and Broadcom are reportedly looking to invest up to $5B combined.
📅 2027 Plans: Meta is also considering a potential $60B Class C stock sale program in 2027.
⚠️ Cash Flow: The financing push comes after Meta reportedly posted its first negative free-cash-flow quarter in more than a decade.
💡 Why It Matters
Meta's capital raise highlights the enormous funding requirements of the AI infrastructure race. Securing GPUs, power, and data-center capacity requires substantial upfront investment, while potential participation from NVIDIA, AMD, and Broadcom could strengthen strategic relationships across the AI supply chain.
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