Meta Platforms is intensifying its focus on AI by releasing Muse Glimmer weights and promising Muse Spark weights later this year. The company’s heavy AI investments have reduced its adjusted operating margin from 43% to 36.8% year-over-year in Q2 2026. Meta plans to nearly double its capital expenditure in 2026 to $130–$145 billion, mainly targeting data centers and foundational AI models. Despite short-term profitability challenges and uncertain AI monetization, Meta’s core advertising business remains a financial safety net as it aims for long-term leadership in AI technology.