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Meta Raises Lower End of FY26 Capex Guidance; Zuckerberg Says Balance Needed if Selling Excess Computing Capacity
30 Jul 2026 09:20
Meta Platforms, Inc. (META.US) CEO Mark Zuckerberg said that as the company acquires land to build large-scale AI data centers, it needs to strike a balance between selling excess computing capacity and retaining resources.

Among the four major hyperscale cloud service providers in the US, Meta is the only company that has not launched a cloud infrastructure and services business, despite having a capital expenditure scale comparable to peers.

However, Zuckerberg has recently raised the possibility of launching a cloud business to leverage its massive capacity reserves and address a resource-constrained market.

CNBC reported earlier this month that Anthropic is in preliminary talks to rent Meta's computing capacity.
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