Meta Platforms (META.O) is planning a cloud infrastructure business to sell
access to AI compute and models, creating direct competition with AWS, Microsoft
Azure and Google Cloud, people familiar with the matter said. Meta has been
acquiring data centers and other infrastructure to support its AI development; a
potential plan would sell usage rights to various AI models hosted on Meta’s
infrastructure—similar to AWS’s Bedrock—while Meta would operate the supporting
data centers and chips (including its in‑house Muse Spark model) and charge
developers usage fees.
