Meta: Will this be the next trigger for the stock?

Last week, media reported that Meta (i) is seriously considering establishing a hyperscaler business if it builds up too much computing capacity. This could be possible in two ways: 1. Model-as-a-Service: Selling access to various AI models hosted on Meta's infrastructure. This would be comparable to AWS's Bedrock. 2. Selling access to pure computing capacity to position itself against emerging "Neocloud" providers like CoreWeave. It is important that this business is seen as an option. Concerns about Meta building up too much capacity thus...