Meta Eyes AI Cloud Infra as New Revenue Engine

Meta Platforms is weighing a cloud infrastructure business to sell AI computing power and hosted AI models, potentially running on its own infrastructure and Muse Spark models, in a move that could put Meta in a lane with AWS, Azure and Google Cloud and monetize its AI buildout. The plan, still in development, spurred a roughly 9% intraday jump in Meta stock as investors weigh the potential upside of turning its AI investments into a revenue stream.