Meta is planning to sell AI cloud services to outside customers to offset the billions it is spending on AI infrastructure, a move that would put the social media giant in more direct competition with cloud providers.
According to a Bloomberg News report, Meta is considering entering two businesses: One would let developers access AI models running on Meta’s infrastructure, similar to AWS Bedrock. The other would rent out raw AI computing capacity, putting Meta alongside specialized AI cloud providers such as CoreWeave.
The initiative is part of an internal effort known as Meta Compute, which oversees the company’s AI infrastructure strategy.
Meta CEO Mark Zuckerberg has previously suggested the company could eventually sell excess computing capacity or launch an API service if Meta builds more infrastructure than it needs. The reported plans suggest those ideas are moving closer to reality.
The proposal would mark a strategic shift for Meta. The company has largely positioned itself as a builder of AI models and consumer AI products. Selling cloud infrastructure would add a new business line and move Meta into a market long dominated by established cloud providers.
At the same time, it would require capabilities beyond building data centers, including enterprise sales, customer support and cloud software platforms — areas where AWS, Microsoft and Google have spent years building an advantage.
SpaceX also pivoted to cloud services, renting access to its data center in Memphis to Anthropic and inking a deal with Google.