Meta is reportedly exploring selling access to extra compute power as part of a new cloud infrastructure business that would compete with Amazon AWS, Microsoft Azure, and Google Cloud. Last fall, CEO Mark Zuckerberg estimated during a White House appearance that Meta would spend approximately $600 billion on AI through 2028. Following the disappointing launch of Llama 4 last year, Meta went on an AI hiring spree, spending tens of millions to poach people from its rivals. In April, it unveiled Muse Spark, part of a new family of models developed by Meta Superintelligence Labs. Selling excess compute power is something SpaceX is already doing via xAI. In May, Anthropic signed a deal to use xAI's Memphis Colossus 1 supercomputer, which "gives us access to more than 300 megawatts of new capacity (over 220,000 Nvidia GPUs) within the month.” Google is set to pay SpaceX $920 million per month in a new cloud services deal for access to compute capacity, including 110,000 Nvidia chips. SpaceX also signed a compute deal with AI coding platform developer Cursor, which it just acquired for $60 billion. Meta has dealt with reported morale issues lately amid major layoffs and efforts to track employees' computers to train its AI.