Meta is developing plans to sell access to its AI compute capacity and models as a cloud service, according to a Bloomberg report, a move that would place it in direct competition with Amazon Web Services, Google Cloud, and Microsoft Azure.
The initiative, reportedly dubbed Meta Compute, is being led by head of infrastructure Santosh Janardhan, Meta Superintelligence Labs leader Daniel Gross, and president Dina Powell McCormick. The business would sell raw compute capacity in a model similar to CoreWeave, while also offering hosted access to AI models including Meta’s recently launched closed-weight model Muse Spark, following the approach of AWS.
The move follows SpaceX’s xAI announcing similar plans in May, when it signed a compute lease with Anthropic at its Colossus 1 data center, later adding Google and Reflection AI as tenants. The pattern suggests that control of physical AI infrastructure may prove as strategically valuable as model development itself.
Meta has committed $182.9 billion to AI infrastructure investment, with major data center projects underway in Louisiana and Ohio, the latter described by Mark Zuckerberg as Manhattan-sized and expected online this year. Unlike rivals, Meta has not broken out standalone revenue from its AI products, making infrastructure monetisation an increasingly logical path to returns on that expenditure. Zuckerberg had previously described a cloud computing business as firmly on the table.