Meta plans to monetize its AI infrastructure through a standalone cloud computing business, positioning as infrastructure vendor to competitors.

Meta is developing plans to sell access to its AI compute capacity and models as a cloud service, according to Bloomberg reporting, positioning itself in direct competition with Amazon Web Services, Google Cloud, and Microsoft Azure.

The initiative, reportedly called Meta Compute, is being led by Santosh Janardhan, Meta's head of infrastructure; Daniel Gross, Meta Superintelligence Labs leader; and Dina Powell McCormick, Meta's president. The business would sell raw compute capacity in a model similar to CoreWeave, while also offering hosted access to AI models—including Meta's recently launched closed-weight model Muse Spark—following the approach of AWS.

This move follows a pattern set by SpaceX's xAI, which announced similar plans in May when it signed a compute lease with Anthropic at its Colossus 1 data center. xAI later added Google and Reflection AI as tenants. The trend suggests that control of physical AI infrastructure may prove as strategically valuable as model development itself.

Meta has committed $182.9 billion to AI infrastructure investment, with major data center projects underway in Louisiana and Ohio. Zuckerberg has described the Ohio facility as Manhattan-sized and expects it to come online this year. Unlike rivals, Meta has not reported standalone revenue from its AI products, making infrastructure monetization an increasingly logical path to returns on that expenditure. Zuckerberg had previously indicated that a cloud computing business was firmly on the table.