Meta Cloud Computing Business ‘Definitely on the Table’, Mark Zuckerberg Says – Excess Data Center Capacity Could Be Used to Enter the Market
Zuckerberg said Meta could sell or rent excess compute if its AI buildout leaves unused capacity, as 2026 capital spending reaches $125 billion to $145 billion.
- On Wednesday, Meta CEO Mark Zuckerberg revealed that entering the cloud computing market is "definitely on the table" if the company ends up with excess capacity from its data center expansion.
- Although Meta currently utilizes its entire infrastructure buildout for internal AI-powered development, the company retains the option to sell or rent surplus computing power to external customers if it overbuilds.
- Meta remains the only major U.S. hyperscaler without a dedicated cloud infrastructure business, while Amazon, Microsoft, and Google collectively dominate the sector with established market positions.
- Separately on Wednesday, Meta announced it will begin testing monthly subscription plans for its AI-powered app, charging users $7.99 for premium features in Singapore, Guatemala, and Bolivia.
- Rising component and memory costs pushed Meta to increase its 2026 guidance for AI-related capital expenditures to between $125 billion and $145 billion, supporting ongoing infrastructure expansion.
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Zuckerberg Just Gave Away Why You Should Buy Micron, Not Meta
During Meta’s (NASDAQ:META | META Price Prediction) Q1 2026 earnings call, Zuckerberg said something that most other hyperscalers skimmed over. He said that while Meta Platforms was expanding its data center capacity and increasing its spending, he said, “…we are increasing our infrastructure capex forecast for this year. Most of that is due to higher ... Zuckerberg Just Gave Away Why You Should Buy Micron, Not Meta
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