Reports indicate that Meta is planning a cloud infrastructure business to sell AI computing and access to AI models in order to compete with AWS, Azure, and Google Cloud.
Bloomberg, citing sources familiar with the matter, reported that Meta plans to enter the so-called 'neo-cloud' business, which involves selling AI computing capabilities and access to AI models as part of its cloud infrastructure business.
Meta Is Planning a Cloud Business to Sell AI Computing Power - Bloomberg
Meta stock soars as Mark Zuckerberg explores cloud business
https://www.axios.com/2026/07/01/meta-cloud-mark-zuckerberg
According to sources, Meta is planning a business model in which it sells surplus computing power from its data centers and other infrastructure to external customers. One proposed plan would include selling access to AI models hosted on Meta's existing AI infrastructure. This is an approach similar to AWS's Bedrock service.
Bloomberg reports that 'Meta will operate data centers and chips that run its AI models, including its own Muse Spark , and will charge developers access fees.' A spokesperson for Meta declined to comment.
Following this report, Meta's stock price rose 9.3%, while competitors CoreWeave fell by as much as 14% and Nebius by 17% due to concerns that Meta could pose a threat.
Madison Rezaei, an analyst at asset management firm Bernstein, pointed out, 'While it's debatable whether Meta will actually enter the market, it's clear that Meta possesses one of the world's largest data center infrastructures.' He added that Meta already has 20 GW of capacity worldwide and is expected to add another 14 GW in the coming years, which would put it in line with the scale of existing cloud providers.
Meta CEO Mark Zuckerberg previously told investors that 'selling computing power is definitely an option,' adding, 'Almost every week, we receive requests from various external companies asking us to launch API services or to purchase their computing power. Some offer are even higher than our procurement price.' However, at the time, selling computing power wasn't an option because Meta itself was using it.
by Anthony Quintano
Bloomberg noted that AWS, Azure, and Google Cloud dominate the business of selling computing power over the internet, generating tens of billions of dollars in revenue each quarter, and reported that 'Meta is trying to create a new competitive landscape in the cloud infrastructure business.'
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