Shares of AI infrastructure and semiconductor companies declined Wednesday after a report said Meta Platforms is exploring a cloud infrastructure business that would offer external customers access to AI computing power and models. Nvidia fell about 2%, Advanced Micro Devices lost nearly 3%, Broadcom slipped around 2%, and Intel dropped about 4%. Infrastructure providers also came under pressure, with Nebius falling nearly 12%, CoreWeave losing about 10%, and Super Micro Computer declining around 4%. Storage and networking stocks weakened, with Micron Technology dropping about 7% despite disclosing a long-term supply agreement with General Motors, while Sandisk fell about 8%, Seagate Technology lost around 4%, and Western Digital declined nearly 5%. Chip-equipment makers also traded lower, with KLA, Lam Research, Applied Materials and ASML Holding posting losses.