Meta Platforms (NASDAQ:META) jumped 6.8% early in New York after a report said it may sell surplus AI compute, while CoreWeave (NASDAQ:CRWV) dropped 10.9% and Nebius (NASDAQ:NBIS) dropped 12.3%. Meta has revealed possible capacity contracts with CoreWeave and Nebius worth $62.2 billion, or 46% of the midpoint of its 2026 capex forecast. The deals span multiple years. Meta shares rallied Wednesday following a Bloomberg News report that the Facebook owner is planning to launch a cloud service, selling extra AI computing power. Reuters could not verify the report, and Meta did not reply to a Reuters request for comment. At 9:46 a.m. EDT, Meta jumped $38.17, or 6.8%, to $601.46. CoreWeave was down $10.88, or 10.9%, at $88.66. Nebius Group dropped $34.04, or 12.3%, to $242.13. Amazon.com lost 1.4%, Microsoft was up 1.1%, and Alphabet added 0.7%. Meta’s market cap jumped about $98 billion. Meta’s 2026 capex guide is $125 billion-$145 billion. CoreWeave capacity for Meta is $21 billion through December 2032, plus a prior $14.2 billion deal. Nebius capacity