According to a Bloomberg report, Meta is preparing to enter the cloud computing market to monetize its AI investments by renting out excess computing power. The initiative is organized under an internal group called Meta Compute, setting up competition with Amazon Web Services, Microsoft Azure, and Google Cloud. Meta has guided its capital expenditures for 2026 to $115 billion to $135 billion, primarily to power its internal products and AI models. CEO Mark Zuckerberg hinted at this pivot in May during Meta’s annual shareholder meeting, confirming that selling excess compute was “definitely on the table” as outside companies approached Meta almost every week. The group is weighing two commercial paths: allowing developers to access AI models on Meta’s infrastructure, or renting out raw computing power. Earlier in 2026, Google had to restrict Meta’s access to its Gemini models due to an inability to meet Meta’s massive data demands, delaying internal AI projects and forcing Meta to ask employees to ration automated AI token usage.