Finance
Codema house byline · AI-assisted, human-edited.
Meta grew revenue 26% in Q3 2026 while spending $34.9 billion on capital expenditures, more than its operating cash flow. Here are the numbers that matter, from the company's own release.
Three chip companies, three layers of the stack: the foundry, the equipment maker and the analog supplier. Their Q3 2026 numbers, straight from their releases.
A plain framework for judging the AI spending boom: capex versus revenue, versus cash flow, depreciation, debt and supplier orders. Worked through with Meta's Q3 2026 release.