Meta Holds Its Compute Close as Internal AI Needs Override Neocloud Plans

The company is keeping fresh capacity for its own models rather than leasing it out, reversing earlier signals that it would rent excess data center space to third parties.

Meta had floated the idea of turning idle AI infrastructure into a revenue stream by offering capacity to outside developers. Within days that signal shifted. Company statements now emphasize that available megawatts and chips are spoken for by Meta's own training and inference workloads, pushing any external leasing further into the future.

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