Meta Platforms is developing plans for a cloud infrastructure business to sell outside customers access to AI computing power and hosted models, Bloomberg reported Wednesday. Meta shares jumped 9.3% to $615.55 at 10:04 a.m. in New York after the report.

The plan remains under development and could change, the outlet reported, citing people familiar with the matter. Meta declined to comment. The report identified two possible products: hosted model access and raw computing capacity.

Zuckerberg had already told shareholders there was outside demand. "Almost every week there are different companies that come to us from the outside asking us to both stand up an API service or asking if we have compute that they could buy from us at some premium to what we've bought it at," Zuckerberg said in May, according to the report.

Key Takeaways

AI-generated summary, reviewed by an editor. More on our AI guidelines.

Hosted models and raw capacity are the routes

The model-access path would let developers pay to use AI models hosted on Meta's infrastructure, according to the report. Under that structure, Meta would operate the data centers and chips behind the models and charge developers for access, similar to Amazon Web Services' Bedrock service.

Meta is also weighing sales of raw computing capacity, closer to the businesses built by CoreWeave and other AI cloud providers, the report said. The new business lines sit inside Meta Compute, the internal infrastructure initiative led by Santosh Janardhan, Meta's head of infrastructure, Daniel Gross, a leader inside Meta Superintelligence Labs, and Meta President Dina Powell McCormick.

Neocloud stocks fell after the report

CoreWeave fell as much as 14% on Wednesday, the report said. Nebius Group, the Dutch AI data center company that trades in New York, fell as much as 17%.

The article did not identify customers, prices or a launch date for Meta's plan. If Meta rents excess capacity, cloud buyers would have one more source for specialized chips and model-serving infrastructure.

Capex gives the plan its scale

Meta raised its 2026 capital-expenditure guidance in April to $125 billion to $145 billion, including finance-lease principal payments, from a prior range of $115 billion to $135 billion, according to the company's first-quarter earnings release. In a May article, The Implicator covered Zuckerberg's shareholder-meeting comments as a conditional outlet for that buildout.

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The new report says Meta is now developing business lines for model access and raw compute sales. It said Meta has committed hundreds of billions of dollars to data centers and other AI infrastructure, including major computing deals with CoreWeave, Google and Oracle. Meta has not said whether outside sales would wait until the company has spare capacity or begin as a separate commercial plan.

Zuckerberg told shareholders in May that Meta had not sold outside compute because the company still believed it could use the capacity itself. "We haven't done that yet because we think we have a use for the compute," he said at the time, according to the report. "But obviously if we get to a point where we feel that we have overbuilt, then that is an option that we have."

Cloud incumbents set the bar

Amazon Web Services, Microsoft Azure and Google Cloud already rent computing power, storage and software over the internet, and the report noted that those businesses generate tens of billions of dollars in quarterly revenue. Meta would enter that market with data centers and models. The article did not identify customers, prices or a launch date for either route.

Frequently Asked Questions

What is Meta planning?

The report said Meta is developing a cloud infrastructure business to sell outside customers access to AI computing power and hosted models. The plan remains under development and could change.

How would Meta sell model access?

One route would let developers pay to use AI models hosted on Meta infrastructure, similar to AWS Bedrock. Meta would operate the data centers and chips behind the models.

What is raw compute capacity?

Raw compute capacity means renting access to computing infrastructure rather than a finished software service. The report compared that route with neocloud providers such as CoreWeave.

Who is leading Meta Compute?

The report said Santosh Janardhan, Daniel Gross and Meta President Dina Powell McCormick are leading Meta Compute, the internal initiative for Meta's AI infrastructure work.

What happened to CoreWeave and Nebius?

CoreWeave fell as much as 14% after the Meta cloud report and Nebius fell as much as 17%.

AI-generated summary, reviewed by an editor. More on our AI guidelines.

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Editor-in-Chief and founder of Implicator.ai. Former ARD correspondent and senior broadcast journalist with 10+ years covering tech. Writes daily briefings on policy and market developments. Based in San Francisco. E-mail: editor@implicator.ai