Mark Zuckerberg says Meta will rent excess AI compute to outside companies if it overbuilds capacity

On May 27, 2026, at Meta's shareholder meeting, Zuckerberg stated that Meta receives weekly inquiries from companies asking to buy compute at a premium, and said 'if we get to a point where we feel that we have overbuilt, then that is an option that we have.' Meta's shares rose 4% that day to close at $635.26.

Zuckerberg framed this as insurance against overcapacity risk given Meta's $125 to $145 billion capex guidance for 2026 and $107 billion in new contractual commitments this quarter. He cited SpaceX's $1.25 billion per month arrangement with Anthropic (running through May 2029) as a template for the approach.

Meta also announced AI subscriptions at $7.99 or $19.99 per month, testing in Singapore, Guatemala, and Bolivia—the first time Meta has charged users for AI features. Premium agent tiers are planned next.