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The Credit Spread of Compute

This story is from 2026-10-23. It is preserved in the archive; the latest stories are on the live feed.

Meta Platforms lifted the lower bound of its 2026 capital expenditure guidance to between $135 billion and $145 billion on October 22, signaling that operating cash flow alone may no longer cover the build-out. Alongside the revised spending range, discussions of fresh equity offerings and multi-tr…

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  1. 2026-10-23 16:30 · DEV Community — AI
    The Credit Spread of Compute

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