Meta CEO Mark Zuckerberg Just Delivered Great News for Nvidia and Micron Investors

Meta raised its 2026 capital-expenditure forecast by about $10 billion (to $125–145B), citing higher component — particularly memory — prices and strong signs of accelerating AI-driven cloud demand. Rising cloud growth (Google Cloud +63%, Azure +39%, AWS +28%) and higher capex guidance underscore an expanding AI investment cycle that should benefit semiconductor suppliers. Nvidia and Micron are singled out as likely winners from price-driven revenue and margin upside; Nvidia trades at a premium (P/E ~43 despite 73% recent growth) while Micron looks cheaper (P/E ~24). The piece frames the capex revision as bullish for chip stocks and suggests several more years of strong semiconductor demand.