Meta is shifting how it plans to ensure widespread access to superintelligence, a suggestion that the company’s most advanced AI may remain closed so that Meta can stay in the driver’s seat.

If Meta investors had concerns about the company’s huge spending on artificial intelligence infrastructure and talent, they’re likely to be assuaged by its blockbuster earnings report on Wednesday. The results,

And both Meta and Microsoft were already on track to spend more than 30% of this year’s revenue on capital expenditures, compared with about 15% to 20% historically. Those outlays were already beginning to look like mere table stakes after Google parent Alphabet used its report last week to bump up its own capex spending plans for this year to $85 billion.