Meta Prepares to Enter the Cloud to Resell Excess AI Computing Power
Meta Prepares to Enter the Cloud to Resell Excess AI Computing Power
Meta is reportedly developing its own cloud business to monetize excess AI computing capacity, as revealed by Bloomberg. The project is part of the Meta Compute initiative, created in January 2026 to develop and oversee the company's AI infrastructures, and would place Meta in direct competition with Amazon, Google, Microsoft, and CoreWeave.
The business could unfold on two fronts: access to AI models hosted on Meta's infrastructure, similar to AWS Bedrock, and renting out raw computing capacity, modeled after CoreWeave. Meta Compute is led by Santosh Janardhan, head of infrastructure, Daniel Gross, head of Meta Superintelligence Labs, and Dina Powell McCormick, president, who has restructured the project's governance.
The Meta Data Center in Clonee, Ireland
The move is not entirely unexpected: Zuckerberg had already accounted for it during the presentation of the fiscal Q3 2025 earnings report and reiterated it at the shareholder assembly in May 2026, labeling the cloud hypothesis as "definitely on the table" should Meta find itself having overbuilt infrastructures. He also mentioned that almost every week, external companies request Meta to activate an API service or purchase computing capacity at a premium compared to what Meta itself pays.
Investments Behind the Move
Meta has committed $182.9 billion in AI infrastructures for the coming years, with large-scale projects planned in Louisiana and Ohio; the latter, described by Zuckerberg as "the size of Manhattan," is expected to be operational by 2026. For 2026 alone, the company has planned a capex of up to $145 billion in data centers and GPUs, after already spending about $14 billion to hire Alexandr Wang from Scale AI to lead AI efforts.
The flagship model currently available is Muse Spark, launched in April 2026 and described more as a solid foundation than as a cutting-edge offering: a detail that weighs heavily, considering the cloud business would also depend on the appeal of Meta's models besides sheer computing power.
The Market Has Already Responded
The news prompted Meta's shares to gain about 9% during the July 1, 2026 session, while shares of CoreWeave and Nebius Group fell by about 12% each. A direct precedent already exists: through xAI, SpaceX has initiated a similar business, renting capacity from the Colossus 1 data center to Anthropic for $1.25 billion per month and to Google for $920 million per month.
One detail remains to be clarified cautiously: some sources cite an overall commitment from Meta in the United States of $600 billion by 2028, a figure that does not find direct confirmation in the data on AI infrastructures and capex for 2026 reported here, and which may refer to a broader investment perimeter.