Meta and Microsoft continue going big on AI Spending. Here's how bitcoin miners could benefit

In its fourth quarter earnings report, Meta said capital spending plans for 2026 should be in the range of $115-$135 billion, well ahead of consensus forecasts. What to know : Fourth-quarter earnings results from Microsoft (MSFT) and Meta (META) suggested no slowdown in AI-related spending. Microsoft highlighted that AI is now one of its largest businesses and pointed to long-term growth. Meta projected sharply higher capital spending in 2026 to fund its Meta Super Intelligence Labs and core business.