Meta is building a cloud infrastructure business. The company that made its fortune selling ads between photos of your cousin’s vacation is now coming for Amazon, Microsoft, and Google’s most profitable turf.
The move, reported by Bloomberg on July 1, 2026, would see Meta sell its excess AI computing capacity to outside customers. The company has capital expenditure guidance for 2026 set between $115 billion and $135 billion.
From social network to server farm
The seeds of this pivot were planted publicly at Meta’s annual shareholder meeting on May 27, 2026, when CEO Mark Zuckerberg said a cloud offering was “definitely on the table.”
Meta has been building out AI infrastructure at a pace that would make most sovereign nations blush. That $115 billion to $135 billion capex range for 2026 alone is primarily aimed at AI capacity. Rather than let those expensive GPUs collect digital dust, Meta plans to lease that surplus capacity to outside businesses. The company reportedly receives weekly external inquiries about purchasing compute capacity, despite currently utilizing all available resources.
