Meta's stock jumped nearly 9% after the company announced plans to launch a cloud business selling excess AI computing capacity to customers, a move designed to generate revenue from infrastructure investments exceeding $145 billion（約23兆円） this year. The strategy follows SpaceX's recent success monetizing spare computing power and positions Meta in competition with major cloud providers including Amazon, Microsoft, and Google.
Summaries like this, in your inbox every morning.
Sign up free →What happened
Meta's stock rose nearly 9% following news that the company plans to build a cloud business selling excess computing capacity to outside customers. The company is evaluating whether to offer access to AI models hosted on its infrastructure or sell raw computing power. Mark Zuckerberg first signaled the possibility during Q3 2025 earnings and addressed it again in May at the annual shareholder meeting.
Why it matters
Meta has spent $145 billion（約23兆円） on capital expenditure this year developing data centers and securing graphics processing units for AI infrastructure. By monetizing unused capacity, the company could generate revenue to offset some of these massive investments—a signal that reassures investors concerned about the scale of its spending plans. The move puts Meta in direct competition with Amazon, Microsoft, Google, and CoreWeave in a crowded cloud market.
What to watch
Meta is following SpaceX's model of selling excess computing capacity. For comparison, SpaceX has inked deals worth $1.25 billion（約2000億円） per month with Anthropic and $920 million（約1500億円） per month with Google. Shares of cloud companies CoreWeave and Nebius Group each fell about 12% on the Meta announcement.
No comments yet. Be the first to share your thoughts!
Log in to join the discussion
Get curated AI news from 200+ sources delivered daily to your inbox. Free to use.
Get Started FreeFree · takes 30 seconds · unsubscribe anytime
1 minute a day. The AI essentials.
200+ sources · Email / LINE / Slack
