Zuckerberg: Meta May Enter Cloud Market to Monetize Excess AI Computing Power (META)

Meta Platforms CEO Mark Zuckerberg said on May 27, 2026 that the company would consider entering the cloud computing market to sell excess AI computing capacity, potentially competing with Amazon and Microsoft. Speaking at Meta's annual shareholder meeting, Zuckerberg confirmed the move is "absolutely within the scope of consideration." He disclosed that external firms already approach Meta weekly seeking to buy computing power at prices above the company's own procurement cost. The willingness to resell capacity, he said, justifies the company's continued heavy AI infrastructure investments. Meta in April raised its 2026 capital expenditure forecast to $125-$145 billion, reflecting accelerated data-center buildout. While first-quarter earnings beat estimates, the stock fell 7% as investors questioned spending levels. Analysts view potential cloud services as a new revenue stream amid intensifying AI infrastructure competition. Meta is also testing a paid AI assistant subscription, priced $7.99-$19.99 monthly, initially launched in Singapore, Guatemala and Bolivia.