Zuckerberg denies that Meta has excess computing power, stating that developing cloud services has commercial potential

Meta Platforms Inc. CEO Mark Zuckerberg stated that Meta needs as much computing power as possible. However, in the context of a shortage of computing power required for AI development and operation, he is also considering whether renting out some AI infrastructure to external clients could create more value.

In an exclusive interview, Zuckerberg said, "Currently, the market is bidding very high for computing power. In some cases, it may be more cost-effective to rent it out rather than keep it for internal use or consider similar transactions."

Earlier this month, reports indicated that Meta is planning to launch a cloud computing business, hoping to generate revenue directly by leveraging the company's data centers and other computing power partners. Zuckerberg stated that the opportunity to develop cloud services "always exists, and we can do it anytime we want."

Zuckerberg

However, he emphasized that this does not mean Meta has overbuilt or has idle computing power.

Zuckerberg said, "I don't know anyone in the industry who would think they have too much computing power." He added that Meta is currently utilizing all available computing resources.

Last week, reports indicated that Meta is considering various cloud computing services, one of which is similar to Amazon Web Services (AWS) Bedrock service, which involves selling access to various AI models hosted on Meta's existing AI infrastructure. Meta would be responsible for operating the data centers and AI chips that support these models (including its own Muse Spark model) and would charge developers for usage.

Zuckerberg did not confirm that Meta is considering selling access to competitor AI models deployed on its servers but stated, "I think this is certainly something we can do and is worth considering."

It was also reported that Meta is considering selling access to "raw" computing power, similar to what other companies like CoreWeave Inc. refer to as new cloud services.

Zuckerberg stated, "Even if for some reason we can't use all this computing power ourselves, or for other reasons, I believe there is a very large demand in the market, and we can certainly sell this computing power in the form of long-term contracts like AWS, Azure, or Google Compute."

Zuckerberg expressed interest in the recent actions taken by Elon Musk's SpaceX. SpaceX is currently renting out its large data center computing power in Memphis to Anthropic PBC and has partnered with Google. According to industry research forecasts, this strategy is expected to help SpaceXAI generate over $50 billion in revenue by 2028 and $100 billion by 2030 Zuckerberg said, "I think SpaceX's model is interesting, achieving such short-term deals through high premiums. We also receive various similar collaboration invitations, and the company will evaluate which proposals are the most reasonable."

On Thursday, Meta announced that it will provide its new model Muse Spark 1.1 to developers via API. In this model, Meta will run the model on its own AI infrastructure and charge based on the amount of data used by developers (measured in tokens).

However, Zuckerberg stated, "At the moment, we still feel that the internal demand for computing power is very high."