Meta CEO Mark Zuckerberg has signaled that the company is open to entering the cloud computing sector, a move that would position the social media giant to compete directly with industry titans like Amazon and Microsoft. During the company’s annual shareholder meeting, Zuckerberg noted that while Meta currently focuses its massive data center capacity on internal artificial intelligence development, the possibility of selling excess compute power remains a viable strategic option.

Currently, Meta stands as the only major U.S. hyperscaler without a dedicated cloud infrastructure business. However, the company has significantly ramped up its capital expenditures to fuel AI growth, with recent guidance projecting AI-related spending to reach as high as $145 billion by 2026. Zuckerberg explained that while the company currently utilizes its full computing capacity, any future over-investment in infrastructure could be monetized by renting resources to external firms, many of which have already expressed interest in purchasing Meta’s compute power.

Beyond infrastructure, Meta is also exploring new ways to monetize its AI advancements. The company has begun testing monthly subscription models for its Meta AI platform in select international markets, with price points ranging from $7.99 to $19.99. These efforts align with a broader strategy to transition from free AI services to a model where users can pay for premium, high-compute features, ensuring the company can capitalize on the growing demand for sophisticated AI-powered personal assistants.