qinbafrank|7月 01, 2026 14:52
Regarding the information about Meta selling excess computing power, the first thing that comes to mind is whether Zuckerberg saw that SpaceX had previously sold excess computing power to Authropic and Google to obtain a large amount of cash flow, and believed that Meta could simply copy it and boost the stock price. I also have some doubts about the remaining computing power of Meta:
1) After all, in March, Meta signed a $27 billion cloud service agreement with Nebius.
2) In April, Meta signed a $21 billion cloud service agreement extension with CoreWeave.
3) Two weeks ago, Meta signed an agreement to lease Crusoe's 1.6GW data center capacity.
4) Three days ago, the Financial Times reported that due to capacity limitations, Google has restricted Meta's use of Gemini.
And just a few days later, Meta's computing power suddenly became very surplus, which is a bit unreasonable.
But this is a good way to boost stock prices
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