“The cloud business could offer multiple services, according to the report, like selling access to AI models run on Meta’s infrastructure, or leasing the computing power of its data centers.”
Meta committed $600 billion to data centers and now needs somebody else to help pay for them. Renting out spare GPUs is not a strategy. It is an admission the AI capex does not pencil out. And the pitch is trusting Meta with your infrastructure, from the company that treats user data like an all-you-can-eat buffet.