Meta announced it is entering the cloud computing market to sell excess capacity from its massive AI infrastructure investments, with stock rising approximately 9% on the news. The company spent $145 billion（約23兆円） on AI in 2026 and derives 98% of revenue from digital advertising, making cloud services an attempt to diversify returns from its infrastructure. Smaller AI cloud providers CoreWeave and Nebius have seen their stock prices decline in response, as Meta transitions from being a customer to a potential competitor.
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Meta is entering the cloud computing market to sell excess AI computing capacity, reversing its earlier reliance on providers like CoreWeave. The move comes as Meta's analysts estimate the company will spend $145 billion（約23兆円） on AI in 2026. Meta's stock price rose approximately 9% on the announcement.
Why it matters
Nearly all of Meta's financial returns from AI spending so far have come through its core advertising business, which generates 98% of company revenue. By selling cloud services, Meta is attempting to diversify revenue streams and recoup some of its massive infrastructure investment—something investors have been asking for. This could reshape the competitive dynamics of AI-focused cloud providers.
What to watch
Smaller AI cloud providers like CoreWeave and Nebius have seen their stock prices drop following Meta's announcement. CoreWeave holds a $14.2 billion（約2.3兆円） agreement with Meta to supply computing power through December 2031, with an option for expansion into 2032—a deal now potentially at risk if Meta becomes its competitor. Meta also created Muse Spark, a general-purpose AI model used largely within its own platforms and Ray-Bans smart glasses.
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