Meta

Meta is standing up a cloud business, Meta Compute, to rent out the AI infrastructure it built for its own use. As of mid-2026 it is in early talks to lease capacity to Anthropic in a deal reported at up to $10B over two years; nothing is signed and no public service exists yet.

Ecosystem functionThe newest and least likely entrant to the GPU-hour market — a company whose $145B infrastructure spend outran its own model roadmap, now monetising the surplus by renting to the rivals it competes with.

Business modelrenting surplus AI capacity