Marketplace Tech · Friday, July 31, 2026
Unlike traditional cloud providers like Amazon and Microsoft, Meta has historically used its data centers for its advertising business. However, the company is now building out AI infrastructure with plans to sell computing power, a move that Wall Street is watching closely.
“Yeah, Meta has been kind of an interesting case the whole time because unlike, say, you know, Alphabet and Microsoft and Amazon, they have not traditionally been a compute cloud provider.”
“Meta's never done that before, but recently they have talked about how they're building out this AI infrastructure and they do plan to sell computing power to other companies.”
“And I think that balance is going to be one that's very carefully watched on Wall Street.”