Meta 计划通过 SEC 发行融资 95B 美元以扩建 AI 数据中心
Meta 向 SEC 提交发行文件，计划筹集 95B 美元新股权，用于 AI 数据中心及超级智能研发。首批 35B 美元包括 22.5B 美元普通股和 12.5B 美元强制可转换优先股承销发行，后续将推出 60B 美元 ATM 计划；Nvidia、AMD 和 Broadcom 均表示有意认购最多 5B 美元股份。
Meta filed the announcement with the SEC that it plans to raise $95B in new equity to fund AI data centers and its superintelligence push.
The first $35B comes from underwritten offerings of $22.5B in common stock and $12.5B in mandatory convertible preferred shares, with a $60B at-the-market program to follow.
Nvidia, AMD and Broadcom, which sell Meta the chips this money will buy, indicated interest in taking up to $5B of the shares.
The raise comes as Meta’s 2026 capex forecast rose to $135B to $145B while free cash flow turned negative, despite $97B of operating cash flow in the first 3 quarters and about $82B in cash and securities.
Meta says the money supports 4 superclusters above 1 gigawatt each, its Muse agent and a data center business, alongside debt and partnership financing.
来源：rohanpaul_ai · x.com