Meta Platforms is developing plans for a cloud-infrastructure business that would sell access to AI computing capacity and hosted AI models to outside customers, according to a Bloomberg report. The proposed offering is designed to monetize “excess” AI-related compute that Meta has available while also providing other organizations—such as enterprises, developers, and AI startups—with the ability to rent computing power and use models through Meta’s infrastructure.

Multiple outlets describe the move as a direct attempt to compete with major cloud providers, including Amazon Web Services, Microsoft Azure, and Google Cloud. Reports say Meta is weighing how the business would be structured, but the core concept across coverage is that customers would gain access to AI compute and model services on demand. Shares rise on the report in some accounts, reflecting market attention on whether Meta can turn its AI investments into additional revenue streams.

The sources agree that the plan is still in the exploration/development stage and is based on reporting rather than a fully finalized public launch announcement.