Meta CEO Mark Zuckerberg delivered a clear message to investors during the Q2 earnings call on July 29, stating that the AI infrastructure the company is building has received lease offers exceeding its construction costs. This move aims to address market concerns about whether Meta's massive capital expenditures (reaching $31.1 billion in Q2, nearly double that of the same period last year) can generate returns.

According to reports, Meta is in preliminary talks with AI company Anthropic for a potential two-year deal worth up to $10 billion, under which Meta would lease AI computing power to Anthropic. Additionally, Meta has hired former Amazon Web Services executive Dave Brown to advance its internal cloud service ambitions, dubbed "Meta Compute." Analysts anticipate that Meta's AI monetization (including compute leasing, subscriptions, and API access) could potentially boost its earnings by approximately 25% in the future.