Rohan Paul@rohanpaul_ai · XMeta 利用为自有模型、广告和助手建设的大型 AI 基础设施产生的过剩算力，计划向开发者出租模型访问（类似 AWS Bedrock）及原始算力。消息引发股价剧烈反应：Meta 涨超 10%，而 AI 云公司 CoreWeave 跌 10.8%、Nebius 跌 12.4%。Zuckerberg 此前透露外部公司几乎每周都向 Meta 请求算力。此举既降低 Meta 对广告收入的依赖，也证明其 AI 建设的外部价值，但云业务涉及计费、安全、工具支持等复杂环节，Meta 难以快速成为 AWS 级别的云服务商。
Meta is turning excess AI compute into a cloud business after shares jumped more than 10%.
Meta built huge AI infrastructure for its own models， ads， feeds， and assistants.
That created a familiar cloud problem， because expensive chips cannot sit idle for long.
The new plan would let developers rent model access hosted inside Meta's data centers.
This looks like AWS Bedrock， where customers call models without managing the hardware.
Meta may also rent raw compute， which hits CoreWeave and Nebius more directly.