Mark Zuckerberg says a Meta cloud computing business 'definitely on the table'

Meta CEO Mark Zuckerberg leaves the federal courthouse in downtown Los Angeles after defending the company in a landmark social media addiction trial, Feb. 19, 2026. Jon Putman | Anadolu | Getty Images Meta CEO Mark Zuckerberg said his company could enter the cloud computing market if it overspends on data centers and ends up with excess capacity. "it's definitely on the table," Zuckerberg said on Wednesday at Meta's annual shareholder meeting, in response to a question about potentially competing with Amazon and Microsoft in cloud computing. Zuckerberg reiterated comments made on an earnings call last year , noting that "almost every week there are different companies that come to us from outside asking us to both stand up an API service or asking if we have compute that they could buy from us at some premium to what we've bought it at." Of the four giant hyperscalers in the U.S. Meta is the only one that doesn't have a cloud infrastructure and services business. Meanwhile, Meta's spending to fuel artificial intelligence development is right up there with its rivals. In April, Meta raised its 2026 guidance for AI-related capital expenditures to between $125 billion and $145 billion, up from a prior range of $115 billion to $135 billion. Meta shares sank 7% despite better-than-expected first-quarter earnings , underscoring concern about the company's hefty AI spending. Zuckerberg is reminding Wall Street that it has the ability to rent out some of its computing resources. …