Meta is planning to sell access to its AI computing power to outside customers, in a move that would see it compete directly with AWS, Azure and Google Cloud.
Meta is developing plans to enter the cloud computing market by building a business that would sell access to AI computing power and models to external customers, according to Bloomberg.
Bloomberg cited sources that say the social media giant is forming a unit to generate revenue from excess computing capacity, putting it in direct competition with established cloud providers such as Amazon Web Services, Microsoft Azure and Google Cloud.
The plans are being developed under an internal initiative called Meta Compute, led by Santosh Janardhan, Meta’s head of infrastructure, alongside Daniel Gross from the Meta Superintelligence Labs AI unit and Meta president Dina Powell McCormick.
One option reportedly under consideration is a service similar to AWS’s Bedrock offering, where developers would pay to access AI models hosted on Meta’s infrastructure, including its own Muse Spark models. The company is also weighing the sale of raw computing capacity, in a model comparable to neocloud providers like CoreWeave.
SiliconRepublic.com has reached out to Meta for comment. Bloomberg said the company’s plans are still in development and could yet change. The news sent Meta shares up 9.3pc yesterday, while potential rival neocloud player CoreWeave dropped as much as 14pc.
A possible move into the cloud infrastructure business was flagged by Mark Zuckerberg himself as recently as May. Speaking at Meta’s annual shareholder meeting, he told investors that launching a cloud service was “definitely on the table”, as CNBC reported at the time. He noted that outside companies had been approaching Meta “almost every week” to either use its API services or purchase excess compute capacity.
“We haven’t done that yet because we think that we have a use for the compute,” Zuckerberg said. “Obviously if we get to a point where we feel that we have overbuilt, then that is an option that we have.”
Meta has committed between $125bn and $145bn in AI-related capital expenditure for 2026, a level of spending that has made investors nervous about returns. A cloud business would certainly offer a direct route to monetise that infrastructure investment.
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