Meta’s AI cloud plan puts $62 billion supplier wager in play
Meta Platforms has not confirmed a commercial cloud product. The investor question is already measurable: after $19.84 billion of first-quarter capital expenditures, Meta would need to spend $105.2 billion to $125.2 billion over the final nine months of 2026 to hit its own $125 billion to $145 billion full-year guide. That implies $35.1 billion to $41.7 billion a quarter, or 77%-110% above the first-quarter pace. Reuters, citing Bloomberg News, reported that Meta is building a cloud business to sell excess AI computing capacity and may offer access to hosted models, including Muse Spark, as well as raw compute. The plans are still in development and could change. Meta declined to comment to Reuters.
