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Meta is weighing monetizing excess AI compute with a potential cloud offering while preserving capacity for long-term AI plans.
Transcript
00:00It's Benzinga, bringing Wall Street to Main Street.
00:02Meta CEO Mark Zuckerberg said the company is weighing whether to monetize excess AI computing
00:08capacity or preserve it for its own long-term ambitions as demand for compute remains strong.
00:13The tech giant is considering launching a cloud business to monetize its excess computing
00:18capacity, making it more like other major U.S. hyperscalers dot speaking. After Meta's second
00:24quarter earnings, Zuckerberg said the company has received offers to lease compute at a premium,
00:29but warned it would be short-sighted to sell too much capacity.
00:33He said Meta is evaluating a broader enterprise AI business that could include computing power,
00:38AP is, productivity tools, and AI agents. The comments came after Meta raised the low end
00:43of its 2026 capital expenditure guidance to $130 billion. For all things money, visit Benzinga.com.
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