Meta builds enterprise AI sales push as capex hits $145B

The significance here is structural: Meta is trying to convert infrastructure spending into a services-and-software revenue line, leaning on integrators rather than building a direct enterprise sales machine from scratch. That puts it in closer competition with cloud and enterprise AI vendors, and gives Accenture, Deloitte and IBM a stake in distribution. Whether SMB demand materializes at a scale that justifies the capex is the open question, along with how much of the selling motion Meta ultimately controls versus cedes to partners.