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Zuckerberg lays out Meta's AI capacity dilemma: What to sell vs. what to keep

For investors anxious to hear more about Meta's plans to make money from its big AI spending, Mark Zuckerberg said there's a trade-off.

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Zuckerberg lays out Meta's AI capacity dilemma: What to sell vs. what to keep

Meta is evaluating a cloud business to sell excess AI compute; capex raised to $145B in 2026. The tension between monetizing today and preserving compute for AI leadership will determine if Meta becomes a viable cloud alternative, reshaping enterprise infrastructure pricing.

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