Meta is spending hundreds of billions on AI compute. Selling the excess may be the ROI plan.

Via Bloomberg:

Bloomberg reports Meta is planning to sell access to excess AI compute and hosted models from its own infrastructure.

That would move Meta into a crowded but lucrative lane: AWS Bedrock-style model access on one side, CoreWeave-style raw GPU capacity on the other.

Meta has committed hundreds of billions to AI data centers and chips, while investors keep asking how that spend turns into revenue.

We got another big hyperscale player incoming.