Meta Platforms has been drawing up plans for a new cloud infrastructure venture aimed at offering outside customers access to AI models and computing capacity.
According to Bloomberg, Meta Platforms has been drawing up plans for a new cloud infrastructure venture aimed at offering outside customers access to AI models and computing capacity. The plans would put Meta in direct competition with Amazon Web Services, Microsoft Azure, and Google Cloud.
An internal organization called Meta Compute sits at the center of these efforts, Bloomberg reported, citing people who asked not to be named because the details are not public; the group was created to oversee the buildout and operation of the company’s AI infrastructure. Meta Compute is led by Santosh Janardhan, Meta’s head of infrastructure; Daniel Gross, a leader inside the Meta Superintelligence Labs AI unit; and Meta President Dina Powell McCormick. Among the options under consideration is a service that would let outside developers pay to run queries against AI models — including Meta’s own Muse Spark — on infrastructure that Meta owns and operates, drawing a comparison to how AWS structures its Bedrock product.
A separate avenue would involve renting out raw GPU capacity directly to customers, a business model associated with neocloud firms such as CoreWeave. Wednesday’s premarket session saw Meta’s share price climb as high as 8.6% before giving back some of the gain. The company did not offer comment through a spokesperson, and the initiative has not been finalized.