Meta Platforms is developing a cloud computing service to sell its surplus artificial intelligence infrastructure, according to a Bloomberg News report on Wednesday, citing sources familiar with the matter.
The move could reduce Meta's dependence on advertising revenue and position the social media giant to compete directly with established cloud providers such as Amazon, Microsoft, and Alphabet.
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Shares of Meta rose nearly 6% in premarket trading following the report.
Reuters could not independently verify the claims, and Meta did not immediately respond to a request for comment.
Under current considerations, Meta may offer corporate clients direct access to AI models hosted on its own infrastructure, similar to Amazon Web Services' Bedrock platform.
The potential expansion follows a surge in technology infrastructure investments.
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Big Tech companies are projected to spend over $700 billion on AI infrastructure in 2026, up from approximately $400 billion in 2025.
Zuckerberg Confirms Option
"It's definitely on the table," Meta CEO Mark Zuckerberg said during the company's annual shareholder meeting in May.
Zuckerberg explained that outside firms approach Meta almost every week to purchase access to its AI models or secure spare computing capacity at premium rates.
"We haven't done that yet, because we think that we have a use for the compute.
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But obviously, if we get to a point where we feel that we have overbuilt, then that is an option that we have, and that is partially what gives us confidence in investing in building this out," Zuckerberg said.
