Meta to reportedly rent out excess AI compute, joining the ranks of Amazon & Microsoft
Yahoo Finance ·
Meta to reportedly rent out excess AI compute, joining the ranks of Amazon & Microsoft Yahoo Finance Video Wed, July 1, 2026 at 11:12 AM EDT Meta ( META ) will reportedly begin selling its excess AI compute, according to Bloomberg. Yahoo Finance Technology Editor Dan Howley explains what to know. This is a a Bloomberg report and basically saying that, you know, Meta is spending prodigiously on these, you know, data center capabilities. uh and they may start renting it out. uh similar to something like a core weave where they could just rent out the the hardware or where they could host their own models or other models uh and allow developers to get access to those similar to what you do uh with AWS or or Google Cloud uh or Microsoft's Azure. And so, you know, this is something that the the the report is obviously new that that the the capability or or or or the the action may be coming. But Mark Zuckerberg has kind of been telegraphing this over the past few quarters. I believe in Q1, um, or Q2 of this past year, uh, he had mentioned something along the lines of, you know, perhaps starting to sell some of that excess uh compute and then at the company shareholders meeting, they uh he he made a similar reference to that potential. And so, you know, it really is a way for a company like Meta to further monetize its broader AI build out. Uh, it does I think raise, you know, some questions that that investors are going to have as to, you know, why they aren't using all of that capacity if they're they're building out their own AI models. It's the same thing uh that came up with SpaceX when they rented out uh their Colossus data center to Anthropic and then uh offered up some of it to uh Google as well, some of their AI compute that is. And so, you know, that that question of, well, you're building these models, how come you're not taking full advantage of it? I think comes up. But, you know, Zuckerberg had also noted that, you know, they would do this in the event that they overbuilt. And so, you know, the the thinking was at that point, well, we'll we'll overbuild, this way we can finally meet a demand uh for capacity. Um, they've been constrained, all these other companies have been constrained. And so, you know, now it appears as though they've built out enough uh and they can, you know, potentially start renting this uh if they they do bring this business online.
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