SemiAnalysis's latest report: Meta's computing power procurement will accelerate, with capital expenditures likely to surge next year

It pointed out that Meta’s computing power development will further expand, predicting that its capital expenditure next year will be astonishingly high. The market need not worry about Meta eating into the share of new cloud competitors. SemiAnalysis noted that Meta’s data center and computing procurement will accelerate rather than slow down, and Meta will become an important source of performance growth for new cloud companies like CoreWeave and Nebius.