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# Meta wants to rent out its spare AI compute, and Wall Street likes the idea

**[The Next Web](https://daily.dev/sources/tnw)** · 4 min read · 0 upvotes · 0 comments

## Summary

Meta is reportedly building a cloud business called Meta Compute to sell excess AI computing capacity, according to Bloomberg. The company, which has committed $115–135bn in capital spending for 2026, is weighing two models: selling access to hosted AI models (similar to Amazon Bedrock) or selling raw compute capacity (similar to CoreWeave). The news sent Meta shares up more than 10%. The unit would be led by infrastructure head Santosh Janardhan alongside Daniel Gross and Dina Powell McCormick. No pricing or launch timeline has been confirmed, and plans could still change. The move would put Meta in direct competition with AWS, Google Cloud, and Azure.

## Full article

daily.dev links to this article rather than hosting it. Read it at the original source: <https://thenextweb.com/news/meta-cloud-business-excess-ai-compute>

## Similar posts on daily.dev

- [Meta, like SpaceX, looks to turn excess AI compute into cash](https://daily.dev/posts/meta-like-spacex-looks-to-turn-excess-ai-compute-into-cash-hbgccvph0) · TechCrunch · 0 upvotes · 0 comments

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Tags: [#cloud](https://daily.dev/tags/cloud), [#aws](https://daily.dev/tags/aws), [#ai-infrastructure](https://daily.dev/tags/ai-infrastructure)

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