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Mark Zuckerberg confirmed Meta is exploring an AI cloud business, dubbed Meta Compute, to rent spare AI capacity. The move monetizes Meta's over $100 billion AI capex, pitting it against AWS, Azure, Google Cloud, and neoclouds like CoreWeave, Nebius, and IREN, which fell on the news.
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The Next Web leads with Meta's specific AI compute rental plan, while The Register plays that down to frame Meta as a potential major cloud provider.
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