Svmuu News: Meta is testing the waters of external computing power leasing. According to a recent research report by Everbright Securities, the underlying rationale behind Meta’s foray into cloud computing is to create new monetization channels for its massive AI infrastructure investments, which indirectly reflects that cloud computing is currently the fastest and most straightforward way to recoup massive upfront investments and improve current return on investment. This indicates that the ability to generate external revenue has itself become the cash flow guarantee supporting Meta’s continued expansion of AI investments.
Meta’s overall medium- to long-term plan to continuously ramp up AI computing power remains unchanged. (Jin Shi)