Meta Rises by 7% and Plans to Enter the Cloud Sector to Rent out Excess AI Capacity
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Meta Platforms intends to enter the cloud market by reselling unused AI computing capacity. Analysts at Wells Fargo estimate the additional revenue potential from this strategic move to be up to $20.0 billion and EPS to be $5.69 per GW. The new revenue source serves as a fundamental justification for the record infrastructure investments estimated at $125-145 billion in 2026. The surprise move: Meta challenges cloud giants For a long time, the business model of Meta Platforms (i) was considered straightforward: users scroll...
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