Mark Zuckerberg says his company is considering renting out some of its AI computing power to outside customers. Some offers are so high that Meta figures it might be more profitable to lease the hardware than to keep it all for itself.
But he insists this isn't a sign of surplus. Meta is still using every bit of compute it has, and he claims almost nobody in the industry feels like they have enough.
Meta is exploring two flavors of cloud service: hosting its own or other companies' AI models and charging per call, and selling raw compute capacity — a model similar to what AI cloud providers like CoreWeave do.
This week Meta opened up its Meta Model API and started charging for Muse Spark 1.1. Zuckerberg also noted that SpaceX's practice of short-term compute leasing to outside firms is "very interesting," and Meta will evaluate similar high-value deals.