Meta wants to turn AI capital expenditures into a "computing power balance sheet"! From the AI arms race to entering cloud computing, Meta wants to fully benefit from the AI reasoning era.

According to the Securities Times app, Facebook and Instagram's parent company Meta Platforms Inc. (META.US) is developing an unprecedented cloud computing infrastructure business strategy. This business will sell access rights to Meta's large-scale deployment of AI computing power infrastructure and exclusive AI big model resources, thereby forming a new competitive dimension with industry leaders in the cloud computing sector such as Amazon Web Services (AWS), Microsoft Azure, and Google Cloud.