- Meta Compute could cause the company to sell its excess computing
- The company expects to spend between $125 and $145 billion on artificial intelligence and data centers this year.
- SpaceX recently closed two very lucrative deals to sell computing to Anthropic and Google Cloud.
Meta is reportedly considering selling the computing capacity it has created during its AI-induced data center expansions, and could launch a business to rival AWS, Microsoft Azure and Google Cloud.
a report of Bloomberg claims that the startups, reportedly internally called Meta Compute, would cause the company to rent excess computing capacity.
Although Meta has not officially confirmed such plans, a cloud computing business could allow customers to rent GPUs for AI training and inference, access Meta’s models, or host their own models on Meta’s infrastructure.
Meta expects to spend between $125 billion and $145 billion on AI and data centers in 2026, and a cloud business could help offset some of the AI ​​infrastructure costs it has faced up to this point. It would also provide additional revenue when the company’s GPUs are idle between workloads.
CEO Mark Zuckerberg himself even refused to rule out this possibility. “It’s definitely on the table,” he told investors on an earnings conference call.
If Zuckerberg approves the deal, it wouldn’t be the first of its kind. SpaceX also recently closed deals with Anthropic and Google Cloud to sell their excess capacity. It would probably also gain instant success, because even industry giants like Microsoft are struggling to meet their own demands.
Recently, GitHub had to turn to AWS for additional capacity, and Azure was unable to meet demands in the short term.
Meta has been struggling with share prices for several months, and while this recent news didn’t spark a full recovery, share prices rose between 9% and 10% following reports that shareholders are feeling more confident about the company’s massive AI-related spending habits.
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