Meta said on November 11 that Dave Brown will succeed Santosh Janardhan as head of infrastructure. A Meta representative told TechCrunch that Janardhan would help with the transition and move into an advisory role on Meta Compute. Brown previously worked in compute and cloud at Amazon, the report said.
Read the spending range alongside the transition
Meta’s third-quarter results gave a 2026 capital expenditure range of $135 billion to $145 billion, including principal payments on finance leases. The company had previously projected $130 billion to $145 billion. Its revision lifted the lower bound by $5 billion and narrowed the range from $15 billion to $10 billion. The upper bound stayed the same.
That figure covers company-wide capital expenditures. It cannot tell an infrastructure customer how much capacity will be available for training or serving a model. A more direct measure would be a date when a named cluster becomes available and what share of that capacity goes to training, inference, or Meta’s other workloads.
Meta says it is still developing its 2027 budget and capacity plans. The handoff identifies who will lead the infrastructure team. A revised budget or a change in commissioned capacity would establish what changes in the buildout.
Abdessalam Alaoui
I'm Abdessalam Alaoui, founder of Musthave.AI. I write practical guides to AI models, tools, generative media.
