Arabic version: ميتا توازن بين بيع قدرات الذكاء الاصطناعي واحتياجاتها المستقبلية

According to Cnbc, Meta is weighing whether to sell excess artificial-intelligence computing capacity or retain it for its own models and services as it expands its data-center footprint. Chief Executive Mark Zuckerberg described the decision as a balance between monetizing infrastructure now and developing assets for the future.

Meta is the only one of the four major U.S. hyperscalers without a business selling cloud infrastructure and services, despite capital expenditures that rival its peers. Zuckerberg has recently raised the possibility of a cloud business as demand for computing resources remains constrained. CNBC reported that Anthropic is in preliminary talks to lease computing power from Meta.

“We’re getting a lot of offers for compute at a significant premium over what we paid for it,” Zuckerberg said on Meta’s second-quarter earnings call. He said the company’s potential enterprise offerings could extend beyond capacity sales to include API and productivity services as well as AI agents.

Meta raised the low end of its 2026 capital-expenditure guidance by $5 billion, putting the range at $130 billion to $145 billion. The company issued a weaker-than-expected third-quarter revenue forecast and said free cash flow fell 90% from a year earlier because of higher capital spending. Its stock declined more than 7% in after-hours trading.

Zuckerberg said Meta must preserve enough compute for its AI plans, including the rollout of new models under AI chief Alexandr Wang. He cautioned against prioritizing short-term gains, saying, “It would be foolish to basically just sell all of the compute and take a short-term profit.” Meta is also seeking to diversify beyond digital advertising, which accounts for 98% of its revenue.