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META Raises Capex Guidance to $145B While Cutting 8,000 Jobs, 10% of Its Workforce

The simultaneous headcount reduction and capex surge, redeploying 7,000 employees into AI roles, signals that Meta is structurally reducing dependence on NVDA by building proprietary silicon and models at scale. Execution risk on retraining and specialized AI hiring is the key variable traders should watch against the

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Rocky take

META Raises Capex Guidance to $145B While Cutting 8,000 Jobs, 10% of Its Workforce has gained +0% in mention volume over the past 24 hours. Sentiment is constructive. Coverage is led by tier-1 financial press with cross-platform amplification.