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Meta CEO Says Cloud Computing Business Remains an Option

Mark Zuckerberg stated at the company's annual shareholder meeting that Meta could enter the cloud computing market if it builds excess data-center capacity. The company also announced plans to test paid subscriptions for its Meta AI service.

Cnbc
1 source·May 27, 11:04 PM(1 day ago)·1m read
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Meta CEO Says Cloud Computing Business Remains an Optionfoxbusiness.com
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Meta CEO Mark Zuckerberg said the company could enter the cloud computing market if it ends up with excess data-center capacity. "It's definitely on the table," he said Wednesday at Meta's annual shareholder meeting. Zuckerberg noted that outside companies have approached Meta weekly about purchasing compute capacity or using an API service.

He said Meta has not yet rented out capacity because it expects to use the resources internally.

Meta raised its 2026 guidance for AI-related capital expenditures in April to a range of $125 billion to $145 billion. Shares fell 7 percent after the company reported first-quarter earnings, reflecting investor concern over the spending increase. Zuckerberg said Meta is establishing a longer-term monetization model for its AI offerings.

The company separately announced it will begin testing monthly subscription services for the Meta AI app and website in Singapore, Guatemala, and Bolivia. 99 per month depending on features. Zuckerberg said the company could offer paid tiers as Meta AI improves and users seek higher-compute versions.

Key Facts

Cloud option
Meta could rent excess compute capacity
$125-145 billion
2026 AI capital-expenditure guidance range
7 percent drop
Meta share decline after Q1 earnings
$7.99 or $19.99
Monthly Meta AI subscription prices

Story Timeline

3 events
  1. April 2026

    Meta raised its 2026 AI capital-expenditure guidance to $125-145 billion.

    1 sourceCnbc
  2. Wednesday

    Mark Zuckerberg said a cloud computing business is an option at the shareholder meeting.

    1 sourceCnbc
  3. Wednesday

    Meta announced testing of paid Meta AI subscriptions in three countries.

    1 sourceCnbc

Potential Impact

  1. 01

    Paid subscriptions may create a new revenue stream for Meta AI features.

  2. 02

    Meta could generate revenue by renting unused data-center capacity to external customers.

Transparency Panel

Sources cross-referenced1
Confidence score65%
Synthesized bySubstrate AI
Word count171 words
PublishedMay 27, 2026, 11:04 PM
Bias signals removed2 across 1 outlet
Signal Breakdown
Loaded 1Editorializing 1

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