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Mark Zuckerberg has spent the better part of two years telling investors that Meta Platforms (META) would rather own too much computing capacity than too little.
Now that bet looks like it is turning into an actual business plan.
Meta is quietly building out a cloud computing division that would sell spare AI computing power and access to its own models to outside companies, according to aBloombergreport.
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If it moves forward, the plan would put Meta in direct competition with Amazon (AMZN) Web Services, Microsoft (MSFT) Azure, and Alphabet's (GOOG) (GOOGL) Google Cloud, three companies that have spent decades and hundreds of billions of dollars building the infrastructure Meta is eyeing in 2026.
According toBloomberg, Meta is weighing two different approaches: One would let outside developers pay to use AI models hosted on Meta's own servers, including its new Muse Spark models, similar to how Amazon's Bedrock service works today.
The other option would sell access to raw computing capacity itself, the same model used by smaller specialized firms such as CoreWeave (CRWV).
The effort reportedly falls under an internal program called Meta Compute, led by infrastructure chief Santosh Janardhan, Meta Superintelligence Labs leader Daniel Gross, and Meta President Dina Powell McCormick.
META stock gained almost 9% on the report but still trades 23% below all-time highs.
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