Meta 向 SEC 提交文件，拟增发 95 亿美元股票为 AI 数据中心融资
Meta filed the announcement with the SEC that it plans to raise $95B in new equity to fund AI data centers and its superintelligence push.
Meta 向 SEC 提交文件，计划通过增发股票募集 95 亿美元，用于 AI 数据中心和超级智能方向。首期 35 亿美元来自 22.5 亿美元普通股和 12.5 亿美元强制可转换优先股的承销发行，后续还有 60 亿美元的 at-the-market 计划。Nvidia、AMD 和 Broadcom 表示有意认购最多 5 亿美元股份；Meta 2026 年资本开支预期升至 1350 亿至 1450 亿美元，自由现金流已转负。资金将支持 4 个各自超过 1 吉瓦的超级集群、Muse 智能体及一项数据中心业务。
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Meta 拟募资 95 亿美元投入 AI 数据中心，同时披露资本开支上调与自由现金流转负，呈现扩张与财务压力的对照。
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Meta filed the announcement with the SEC that it plans to raise $95B in new equity to fund AI data centers and its superintelligence push.
The first $35B comes from underwritten offerings of $22.5B in common stock and $12.5B in mandatory convertible preferred shares, with a $60B at-the-market program to follow.
Nvidia, AMD and Broadcom, which sell Meta the chips this money will buy, indicated interest in taking up to $5B of the shares.
The raise comes as Meta’s 2026 capex forecast rose to $135B to $145B while free cash flow turned negative, despite $97B of operating cash flow in the first 3 quarters and about $82B in cash and securities.
Meta says the money supports 4 superclusters above 1 gigawatt each, its Muse agent and a data center business, alongside debt and partnership financing.