Key facts
- Meta Platforms is developing a cloud business to offer its excess AI computing capacity to external customers.
- Meta CEO Mark Zuckerberg confirmed that a cloud venture is a possibility for the company.
- The company's significant investments in AI infrastructure could lead to a surplus of compute power.
- Meta's AI-related capital expenditures for 2026 are projected to be between $125 billion and $145 billion.
Meta Platforms is reportedly establishing a cloud business to monetize its surplus artificial intelligence computing capacity, according to Bloomberg News, citing individuals familiar with the matter. Meta CEO Mark Zuckerberg has stated that such a venture is "definitely on the table" as the company expands its data center footprint to support its AI initiatives.
While Meta currently utilizes all its built capacity for its own AI programs, Zuckerberg indicated that any future surplus infrastructure could be sold or rented to external customers. This move would place Meta in competition with established hyperscalers like Amazon, Microsoft, and Google, which collectively dominate a significant portion of the cloud market.
The company's commitment to AI is underscored by its substantial capital expenditures. For 2026, Meta's AI-related capex is estimated to range between $125 billion and $145 billion, a figure comparable to the projections of major tech rivals.