Tech News · Meta

Meta plans a $95 billion stock offering to back AI expansion, per CNBC

Published October 26, 20262 min read

Meta plans to raise a total of $95 billion to support investments in AI infrastructure and superintelligence. The plan includes an initial $35 billion in underwritten public offerings and an additional $60 billion via an at-the-market program, with Nvidia, AMD and Broadcom signaling up to $5 billion in shares.

Editorial illustration: Meta plans $95bn stock offering to bankroll AI expansion. WorksTogether editorial illustration, not an official image.

In short

Meta plans to raise $95 billion to fund AI infrastructure and superintelligence, as Nvidia, AMD and Broadcom eye up to $5 billion in shares.
Meta $META Platforms launched underwritten public offerings on Monday totaling about $35 billion to help fund its AI infrastructure spending, the company said.
The offerings consist of about $22.5 billion of Class A common stock and about $12.5 billion of depositary shares representing Series A Mandatory Convertible Preferred Stock.

Price: $95 billion stock offering to fund AI expansion Skip

What happened

CNBC reports that Meta plans to raise a total of $95 billion to support its investments in AI infrastructure and superintelligence, with Nvidia, AMD and Broadcom signaling interest in purchasing up to $5 billion in shares, Meta said in a statement.

CNBC reports that the stock was up 1.6% in premarket trading after the announcement, and that the tech giant will initially raise $35 billion in underwritten public equity offerings before raising an additional $60 billion with an at-the-market program, according to Meta.

Editorial illustration by WorksTogether, not an official image.

Why it matters

Scale of funding
CNBC notes a $95 billion target intended to support investments in AI infrastructure and superintelligence, and highlights the split between an initial $35 billion offering and a subsequent $60 billion ATM program.
Industry context
CNBC cites that Nvidia, AMD and Broadcom are interested in up to $5 billion of shares, illustrating external investor demand alongside Meta's planned equity raise.

What we know

CNBC states that Meta is planning to raise a total of $95 billion to support its investments in AI infrastructure and superintelligence and that the stock offering comprises an initial $35 billion in underwritten public equity offerings followed by $60 billion via an at-the-market program.

CNBC notes that Goldman Sachs estimates AI-related capital spending could total about $7.6 trillion from 2026 through 2031 across compute, data centers and power.

CNBC mentions Meta is among major hyperscalers increasingly tapping debt to fund the infrastructure required for the AI boom.

CNBC reports that Meta posted third-quarter results with revenue of $64.60 billion, up 26% year-on-year and above analysts' expectations of $63.37 billion.

Sources

ShareX LinkedIn