Bloomberg Surveillance · Wednesday, July 29, 2026
Meta is exploring new revenue streams by potentially launching a cloud computing business, as indicated by CEO Mark Zuckerberg's comments about "entirely new enterprise opportunities." This strategic shift aims to leverage the company's existing infrastructure and data centers, which are currently used for internal workloads, to offer compute capacity to third parties.
“The one line that caught my attention was that first line from Mark Zuckerberg that he expects things to improve across enterprises. And that's new because all of Meta's generated revenue is generated from the consumer side. So the fact that he has that in the first line shows that they are leaning towards.”
“AI is accelerating our core business today, powering our next generation of products, and opening the door to entirely new enterprise opportunities.”
“Bloomberg's reported that Meta has explored a literal cloud computing business. Charlie called Meta a hyperscaler. It operates data centers at Hyperscale for its own business, for its internal workloads. That's very different to renting out compute capacity to third parties, but Bloomberg's reported metas looking at that more recently.”