Meta is entering the cloud compute market, planning to offer third-party customers access to its AI clusters and deployed models — following the same playbook as SpaceX, which already rents xAI GPUs to Anthropic and Google. With a $145 billion infrastructure budget this year, the company has more capacity than internal model training can fully utilize.

The move signals that Meta’s AI compute is no longer running at 100% utilization internally, making monetization of idle resources a logical next step. Earlier staff reductions helped free up capital for the infrastructure buildout.

Meta Is Building a Cloud Business to Sell Excess AI Compute