- Meta Compute could see the company sell off its computing surplus
- The company plans to spend between $125 billion and $145 billion this year on AI and data centers.
- SpaceX recently struck two very lucrative deals to sell compute to Anthropic and Google Cloud.
Meta is reportedly considering selling the computing capacity it created during its AI-driven data center expansion, and could launch a company to compete with AWS, Microsoft Azure and Google Cloud.
A report of Bloomberg says the new businesses, which would be called internally Meta Compute, would see the company rent out excess computing capacity.
Although Meta has not officially confirmed such plans, a cloud computing company 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 plans to spend between $125 billion and $145 billion on AI and data centers in 2026, and a cloud company could help offset some of the AI infrastructure costs it has faced so far. It would also generate additional revenue when the company’s GPUs sit idle between workloads.
CEO Mark Zuckerberg himself even refused to rule out the possibility. “It’s definitely on the table,” he told investors during an earnings conference call.
If Zuckerberg agrees, it would not be the first of its kind. SpaceX also recently struck deals with Anthropic and Google Cloud to sell its excess capacity. Success would likely be instantaneous, as even industry giants like Microsoft struggle to keep up with their own demands.
GitHub recently had to turn to AWS for additional capacity, with Azure unable to meet demand in the short term.
Meta has been struggling with stock prices for several months, and while this recent news hasn’t sparked a full recovery, stock prices are up about 9-10% following reports that shareholders are feeling more confident in the company’s massive AI-related spending.
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