Data Centers

Meta’s 10-Q: About $810B in Commitments and Leases Not Yet Started

Meta’s 10-Q: About $810B in Commitments and Leases Not Yet Started

Walid Wahba

October 23, 2026

More from Data Centers

Split blue and orange graphic showing plus 26 percent revenue and operating margin falling from 40 to 20 percent

Meta Q3: Revenue Up 26%, Capex Range Raised, and Margins Halve

Meta Q3: Revenue Up 26%, Capex Range Raised, and Margins Halve

Walid Wahba

October 22, 2026

Rising bar chart over a pink, violet and teal aurora gradient with the text $130-145B 2026 capex guidance

Meta’s Earnings Test: $130-145B of AI Capex and a $10B Legal Charge

Meta’s Earnings Test: $130-145B of AI Capex and a $10B Legal Charge

Guava Systems Editorial Team

October 21, 2026

Gold silicon wafer with a die grid on a dark navy background beside a plus 50.9 percent figure

TSMC’s Record Quarter: What AI Silicon Demand Looks Like in Numbers

TSMC’s Record Quarter: What AI Silicon Demand Looks Like in Numbers

Guava Systems Editorial Team

October 20, 2026

Three overlapping translucent circles in orange, blue and green showing 82, 43 and 37 percent growth figures

The Cloud Growth Race: Google Cloud Surges, Azure and AWS Accelerate

The Cloud Growth Race: Google Cloud Surges, Azure and AWS Accelerate

Guava Systems Editorial Team

October 20, 2026

Paper sculpture of a conceptual nuclear power facility connected to distant data server blocks.

Google and Constellation agree deal to add 890 MW of nuclear capacity

Google and Constellation agree deal to add 890 MW of nuclear capacity

Guava Systems Editorial Team

October 6, 2026

Paper-cut conceptual illustration of a data center linked to schools, homes and a surrounding community.

Amazon pledges more than $1 billion for US data-center communities

Amazon pledges more than $1 billion for US data-center communities

Guava Systems Editorial Team

October 2, 2026

Conceptual watercolor of a data center and power station beside a bay; illustrative scene, not the Chiba site.

JERA, Dell and RHAELM outline 400MW AI infrastructure project in Japan

JERA, Dell and RHAELM outline 400MW AI infrastructure project in Japan

Guava Systems Editorial Team

October 1, 2026

Conceptual copper memory module with emerald crystal data tiles, floating above an abstract landscape.

Micron reports $54.23 billion quarterly revenue as memory demand expands

Micron reports $54.23 billion quarterly revenue as memory demand expands

Guava Systems Editorial Team

October 1, 2026

Azure and gold paper-sculpture illustration of connected data centres in a desert landscape

Microsoft Sets Out More Than US$10 Billion Middle East Investment Plan

Microsoft Sets Out More Than US$10 Billion Middle East Investment Plan

Guava Systems Editorial Team

September 24, 2026

Orange and cobalt screenprint illustration of a silicon chip and server cabinets.

Alibaba Unveils Zhenwu V900 and Larger AI Model Plans

Alibaba Unveils Zhenwu V900 and Larger AI Model Plans

Guava Systems Editorial Team

September 22, 2026