Marcus SchulerMeta is raising 2026 capex guidance to $125B-$145B, partly to fund AI infrastructure. Zuckerberg says a cloud business remains possible if capacity exceeds internal demand. Still unproven: whether customers would commit, and whether this becomes meaningful revenue. Watch the utilization metrics.
Meta Weighs Cloud Business as Capex Guide Tops Out at $145B
Mark Zuckerberg says a Meta cloud business is on the table if AI data-center spending leaves spare compute. The idea turns a $125B-$145B capex guide into a possible revenue path, but investors still need proof of demand, utilization and customer commitments.