Meta wants to sell cloud computing power to other companies, a move that would pit it directly against Amazon Web Services, Microsoft Azure, and Google Cloud in one of tech’s most lucrative markets.
CEO Mark Zuckerberg floated the idea during Meta’s annual shareholders meeting on May 27, saying that entering the cloud market to lease AI servers and sell excess compute is “definitely on the table” if the company overbuilds capacity.
The math behind Meta’s cloud ambitions
Meta’s capital expenditure guidance for 2026 sits between $115 billion and $135 billion, with the vast majority earmarked for AI infrastructure.
Meta currently uses all of its available computing capacity. But when you’re spending north of $100 billion on infrastructure, the possibility of ending up with surplus capacity isn’t just theoretical.
