Home › Capital Markets › ReportCapital Markets · ReportMeta's New Cloud Ambitions: How Big Could This Business Actually Get?Trade pressSlicast · August 4, 2026 at 21:06 UTC · Global · Source: Motley Foolimportance 81Read the originalShareCompanies in this storyMetaCapex history →Related reportsCapital MarketsAnthropic Files Confidential S-1: Joins $3 Trillion AI IPO Race2026-08-05Capital MarketsNvidia behind $50 billion lease on Texas data center, FT reports2026-08-05Capital MarketsSpaceX Q2 earnings revealed AI infrastructure revenue ($2.6B) now exceeds core space business; Memphis data center expected to reach 20-gigawatt capacity.2026-08-05Capital MarketsSpaceX AI infrastructure revenue tripled to $2.6B in Q2 2026 on Neocloud enterprise compute deals, establishing credible alternative to hyperscaler suppliers.2026-08-05Capital MarketsAnthropic commits $10 billion to Volta, a Nvidia-backed startup, for a six-year AI infrastructure compute contract.2026-08-05