I mean, Meta raised its full-year 2026 capital‑expenditure guidance, including principal payments on finance leases, to a range of $125‑145 billion, up from a prior range of $115‑135 billion. I think management says most of the increase is cost‑driven — higher component costs, especially memory pricing — with only a smaller slice from extra data‑center capacity. The honest read: even a company with enormous AI demand pays the memory bill, so the lift is a cost‑push, not just more buying.