Meta mentions possible entry into the public cloud ·2026 AI CAPEX 1,250–1,450 billion-dollar increase

Mark Zuckerberg said 5 in 27, Meta had left open the possibility of entering the public cloud business. He said Meta would consider public cloud services if it overexpanded its data centers and had spare capacity. The company has not yet offered public cloud services.

Zuckerberg said competition with Amazon’s AWS, Microsoft’s Azure and Google Cloud was under consideration. At the same time, Meta has not yet presented a clear plan for monetizing artificial intelligence. The remarks were made in connection with the company’s internal investment direction.

The company 2026 raised its artificial-intelligence-related capital expenditure outlook to 1,250–1,450 billion dollars. The company presented this range as a basis for future investment spending. The specific timing and items of the spending were not disclosed.

Environmental concerns and public opposition have been raised in connection with data center projects. The opposition has been reported as relating to issues associated with data center expansion plans in some areas. Meta is facing environmental issues amid public opposition.

Zuckerberg’s remarks and the raised investment outlook point to the possibility that Meta will expand its infrastructure investment. However, the company has not yet announced a specific revenue model or services for a public cloud. Whether and when an actual business shift will take place remains uncertain.