Meta is exploring a cloud infrastructure business that would sell access to its AI computing capacity and host third-party models, a move that would place it in more direct competition with Amazon, Google and Microsoft, according to Bloomberg. The push follows SpaceX’s recent deals to lease compute to AI startups, underscoring a shift in the AI race toward control of data centers rather than solely superior models. Meta has committed roughly $183 billion to AI infrastructure, including large builds in Louisiana and Ohio, even as demand for its own models, including Llama, has lagged. The planned “Meta Compute” unit could offer raw GPU power and a model marketplace, mirroring CoreWeave and AWS Bedrock. Investors remain divided over whether soaring capex on rapidly depreciating chips will pay off if end-user AI revenues disappoint. CEO Mark Zuckerberg recently said a Meta cloud business is “on the table” to help recoup spending.
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