Marketplace®
Every story is an economic story
Feb 19, 2026

Meta's big bet on "superintelligence"

New York Times reporter Mike Isaac walks us through Meta’s plans and how the company is trying to catch up in the larger AI race.

Download
Meta's big bet on "superintelligence"
Chesnot/Getty Images

Subscribe:

Meta anticipates up to $135 billion worth of capital expenditures this year, nearly double the company’s outlay in 2025.

One driver of that expenditure growth is what Meta calls Superintelligence Labs. This kind of spending puts it right up there with other tech giants pouring money into their AI capabilities. And it's a shift from a company that used to be hyper-focused on virtual reality.

Marketplace’s Stephanie Hughes talked about this with Mike Isaac, a reporter for the New York Times, to learn more.

More on this

Meta Reports Fourth Quarter and Full Year 2025 Results - from Meta

The Team