Meta is moving toward launching a cloud computing business, backed by a $145 billion infrastructure spending commitment. The company is in discussions to lease data center capacity to Anthropic in a deal valued at up to $10 billion, and is recruiting an Amazon cloud executive to lead the effort. Separately, Meta unveiled AI-powered smart glasses with health tracking and hands-free features, extending its hardware push.
If Meta enters cloud services, it becomes a direct competitor to Amazon Web Services, Microsoft Azure, and Google Cloud, which changes the competitive math for all three. A $10 billion compute lease to Anthropic would immediately monetize Meta's infrastructure spending, turning a cost center into a revenue line. Investors in META, AMZN, MSFT, and GOOGL need to watch how quickly this business scales.
Meta Q2 2025 earnings call (late July 2025): management will likely give an update on cloud monetization timelines and the Anthropic deal status. Any SEC filing or press release confirming the Anthropic agreement would be the first hard confirmation.
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