MENLO PARK, CA—In a major leap forward for the AI industry, Meta reportedly plans to launch a cloud infrastructure business, bravely entering a market currently underserved by only Amazon, Microsoft, Google, Oracle, IBM, and every company with a spare warehouse full of GPUs.
Sources say the new platform will sell access to AI compute and models, allowing businesses to finally experience the future of enterprise infrastructure: paying Meta to generate answers, train models, and possibly explain why your aunt keeps seeing ads for patio furniture after saying the word “deck” near her phone.
Investors responded enthusiastically, sending Meta shares up 9% after realizing the company may have found a way to turn “we bought too many chips” into “cloud strategy.”
At press time, AWS, Azure, and Google Cloud confirmed they were deeply concerned, but only after Meta tagged them in a Reels collaboration.