CEO Mark Zuckerberg told shareholders that Meta may enter the cloud computing business. This expansion depends on whether massive data center investments create excess capacity.
The move would place Meta in direct competition with Amazon Web Services, Microsoft Azure, and Google Cloud.
Meta projects capital expenditures between $125 billion and $145 billion for 2026. These investments support the company's artificial intelligence ambitions.
Zuckerberg noted that external companies are already inquiring about purchasing Meta's computing resources. Monetizing surplus capacity offers a new revenue stream beyond core advertising.