Meta Platforms (NASDAQ:META) entered the AI compute-selling business, sending shares up close to 9% in a single session. The company leverages fresh infrastructure with no legacy drag to outmuscle established hyperscalers, using custom silicon refreshed every six months. At 22x trailing P/E, Meta looks undervalued as Mark Zuckerberg's compute ambitions could push the company past a $2 trillion market cap. Meta has been spending serious cash on the AI buildout, with AI data centers in tents demonstrating demand for next-generation AI applications. The company built infrastructure to serve itself and developed expertise in procuring components. Shares of Nebius Group (NASDAQ:NBIS) imploded 17% in a single day.