Rittenhouse Research(@RHouseResearch):It’s probably safe to say $META ‘s capex budget isn’t getting cut after the initial reception to Muse.. Will be interesting to see if they issue equity to accelerate their spend. Now might not be a bad time to do so, with Anthropic and OpenAI still yet to IPO.

Rittenhouse Research

@RHouseResearch

AI infrastructure, data centers, neoclouds, software, fintech.

参加 May 2025

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Rittenhouse Research@RHouseResearch

2026.09.16 12:27

It’s probably safe to say $META ‘s capex budget isn’t getting cut after the initial reception to Muse.. Will be interesting to see if they issue equity to accelerate their spend. Now might not be a bad time to do so, with Anthropic and OpenAI still yet to IPO.