Meta plans to sell excess computing power or host AI models, entering a market dominated by Amazon, Microsoft, and Alphabet.
Meta Platforms (NASDAQ: META) will launch a cloud business to monetize its data center infrastructure, addressing investor concerns over high spending. The move targets demand for AI infrastructure services, similar to Amazon, Microsoft, and Alphabet’s cloud units.
The company is deciding whether to sell access to its computing power or host large language models (LLMs) in its data centers. Meta has developed its own LLMs, aligning with offerings from other cloud providers like Anthropic and OpenAI.
This shift reflects strong demand for AI services, making it viable to rent out excess capacity. The strategy mirrors SpaceX’s approach to monetizing surplus infrastructure.