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Meta Plans Cloud Service to Monetize AI Compute; BofA Sees $10-15B Annual Revenue Per GW

GateNews
AI Tools & Apps
According to Bank of America analysts Justin Post and Nitin Bansal, Meta is planning to launch a cloud infrastructure service called "Meta Compute" to monetize excess AI compute capacity by selling access to external customers. The service will offer two options: AI model hosting (similar to AWS Bedrock) charged by usage, and bare GPU rental competing with providers like CoreWeave. BofA estimates Meta could generate $10 billion to $15 billion annually per GW of compute, addressing investor concerns over the company's $125-145 billion capital spending this year. The bank maintains a "buy" rating with a $835 price target. However, Meta relies on third-party suppliers like Crusoe for 1.6GW of external compute due to delays in its custom chip development, which analysts say could limit the competitiveness of its cloud offering.
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