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Meta Builds a Cloud Business to Rent Out Its Spare AI Compute, Chasing SpaceX Into Infrastructure
Multiple outlets reported July 1 that Meta is building a cloud unit to sell access to its excess AI computing power and models, directly challenging Amazon, Microsoft and Google. The pivot mirrors SpaceX/xAI, which now leases out data-center capacity, and sent Meta shares up 8-10 percent in a single day.
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AI Compute Clusters 2026: The $800B GPU Arms Race
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