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Mark Zuckerberg confirmed Meta is exploring an AI cloud business to rent out spare compute capacity. The move would pit Meta against AWS, Azure, and Google Cloud and threaten neoclouds like CoreWeave, Nebius, and IREN. Meta is spending over $100 billion on AI infrastructure this year.
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Summary by ByteBrief

Meta could use its compute for its own models, ad scaling, SpaceX-like neocloud deals, and hosting 3rd-party models; it may be close to an Anthropic deal (Jeremie Eliahou Ontiveros/SemiAnalysis)
Meta leases Indian AI data center

AI Compute Shifts to Managed Infrastructure