Company research
Meta (META)Loading SEC business and financials…
Operates cloud, computing or platform services used in the AI ecosystem.
Sources may describe historical activity or future plans. Source publication dates do not confirm current deliveries. ✓ Verified means one of the two companies confirmed the relationship in its own filing, investor-relations release or official announcement, and the source link was checked on the review date.
Power supply
Announced / planned — delivery not confirmed
Constellation Energy has announced plans to supply Meta.
Product / business: Power supply
Constellation and Meta signed a 20-year PPA for Clinton nuclear output, starting in 2027.
Future contractual supply; not generation already delivered to Meta.
Source published: Unknown
Data-center / compute capacity
Announced / planned — delivery not confirmed
Corning has announced plans to supply Meta.
Product / business: Data-center / compute capacity
Corning agreed to supply optical fiber, cable and connectivity for Meta's US data centers under a multiyear agreement of up to $6 billion.
Maximum multiyear commitment, not recognized revenue or completed delivery.
See the source description for the specific product or business
Announced / planned — delivery not confirmed
Nebius has announced plans to supply Meta.
Product / business: See the source description for the specific product or business
Nebius agreed five-year dedicated AI capacity for Meta, with deliveries scheduled to start in early 2027.
Source-specific relationship; no exclusivity, purchase volume, or future completion inferred.
Source published: 2026-03-16
Power supply
Announced / planned — delivery not confirmed
Vistra has announced plans to supply Meta.
Product / business: Power supply
Vistra signed 20-year PPAs supporting Meta's regional operations with over 2,600 MW from three nuclear plants.
Agreement includes future delivery/uprate milestones; not dedicated point-to-point physical supply.
Source published: 2026-01-09
Networking
Documented — status as described by source
Broadcom and Meta collaborate on the business described in the sources.
Product / business: See the source description for the specific product or business
Existing MTIA co-design relationship
Only supports the stated product and source date; no exclusivity, procurement value or completed future capacity inferred.
Source published: 2026-04-14
Announced / planned — delivery not confirmed
Broadcom and Meta announced a collaboration plan.
Product / business: Networking
Expanded MTIA and Ethernet roadmap through 2029, initial commitment exceeds 1GW
Only supports the stated product and source date; no exclusivity, procurement value or completed future capacity inferred.
Source published: 2026-04-14
EPYC / Instinct MI300 / MI350
Documented — status as described by source
Meta integrates technology from AMD.
Product / business: EPYC / Instinct MI300 / MI350
Existing EPYC and Instinct MI300/MI350 use
Only supports the stated product and source date; no exclusivity, procurement value or completed future capacity inferred.
Source published: 2026-02-24
Announced / planned — delivery not confirmed
Meta plans to integrate technology from AMD.
Product / business: See the source description for the specific product or business
Up to 6GW roadmap, initial deployment expected 2H2026
Only supports the stated product and source date; no exclusivity, procurement value or completed future capacity inferred.
Source published: 2026-02-24
See the source description for the specific product or business
Documented — status as described by source
Meta integrates technology from Broadcom.
Product / business: See the source description for the specific product or business
Minipack3 design incorporates Tomahawk5; deployment was prospective in source
Only supports the stated product and source date; no exclusivity, procurement value or completed future capacity inferred.
Source published: 2024-10-15
CPU / Blackwell
Documented — status as described by source
Meta integrates technology from NVIDIA.
Product / business: See the source description for the specific product or business
NVIDIA Confidential Computing adoption
Only supports the stated product and source date; no exclusivity, procurement value or completed future capacity inferred.
Source published: 2026-02-17
Announced / planned — delivery not confirmed
Meta plans to integrate technology from NVIDIA.
Product / business: CPU / Blackwell
Expanded CPU, Blackwell/Rubin and Spectrum-X deployment roadmap
Only supports the stated product and source date; no exclusivity, procurement value or completed future capacity inferred.
Source published: 2026-02-17
Listing data synced 2026-04-16.
Period ended 2026-06-30 · Published 2026-07-30
Sources checked 2026-09-13
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Estimated market cap
1.85T USD
As of 2026-10-02
Latest cached closing price × SEC reported shares outstanding.
Share count as of 2026-07-24
Filed 2026-07-30 ↗Annual report for the year ended 2025-12-31. These are reported annual figures, not trailing twelve-month estimates.
Our products enable people to connect and share through mobile devices, personal computers, virtual reality (VR) headsets, and AI glasses. We are innovating in artificial intelligence (AI) technologies to build transformative experiences and capabilities across our Family of Apps and new platforms, and to advance our vision to deliver personal superintelligence for everyone.
Excerpt from Item 1 — Business; filed 2026-01-29. May be shortened.
Source: SEC Company Facts. Checked 2026-10-04. Data is refreshed in the background. Missing or ambiguous figures are left unavailable.
