- Meta Compute could see the company sell its surplus computer
- The company expects to spend $125-145 billion on artificial intelligence and data centers this year
- SpaceX has recently entered into two very lucrative deals to sell computing to Anthropic, Google Cloud
Meta is reportedly looking to sell the computing capacity it has created during its AI-induced data center expansions, and it could launch a business that competes with AWS, Microsoft Azure and Google Cloud.
A report from Bloomberg claims that the new companies, reportedly internally named Meta Compute, would see the company lease out excess computing capacity.
Although Meta has not officially confirmed such plans, a cloud computing company may allow customers to rent GPUs for AI training and inference, access Meta’s models, or host their own models on Meta’s infrastructure.
Meta expects to spend $125-145 billion on AI and data centers by 2026, and a cloud business could help offset some of the AI ​​infrastructure costs it has faced so far. It would also provide additional revenue when the company’s GPUs sit idle between workloads.
CEO Mark Zuckerberg himself even refused to write off the possibility. “It’s definitely on the table,” he told investors on an earnings call.
If Zuckerberg approves the deal, it wouldn’t be the first of its kind. SpaceX has also recently struck deals with Anthropic and Google Cloud to sell its excess capacity. It would also likely be an instant success because even industry giants like Microsoft are struggling to meet their own demands.
GitHub recently had to turn to AWS for additional capacity where Azure could not meet the requirements in the short term.
Meta has struggled with share prices for months, and while this latest news didn’t spark a full recovery, shares rose around 9-10% following reports indicating shareholders are feeling more confident about the company’s massive AI-related spending habits.
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