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Bloomberg

Need Landing Zone For Capex Estimates: Karoui

Thursday, October 22, 2026


Lotfi Karoui, multi-asset credit strategist at Pimco, and Jeff Sherman, deputy CIO of DoubleLine Capital, discussed Meta's capital expenditure commitments on Bloomberg Real Yield. Meta announced it has agreed to spend approximately 825 billion dollars on future leases and contracts, with a substantial portion directed toward computing power and infrastructure for artificial intelligence.

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