Meta just announced it's building a cloud business to sell its excess AI computing power.

The numbers behind this move:

→ 2026 AI capex: $125–145 billion (up from $72B in 2025)

→ $182.9B committed to future AI infrastructure

→ META stock jumped 9% on the news

→ Companies approach Meta "almost every week" to buy spare capacity

Two options on the table: sell access to Muse Spark models hosted on Meta's infrastructure, or sell raw GPU cycles like CoreWeave and Nebius.

Here's what makes this interesting. Meta built the world's largest AI infrastructure for internal use. Now they're admitting they have more compute than they need.

That's either the smartest pivot in tech (AWS started the same way) or the most expensive overcorrection in history