星球日报
星球日报|7月 03, 2026 00:47
[Everbright Securities: Meta's computing power leasing is a resource optimization strategy, not a change to mid- to long-term expansion plans] Odaily Planet Daily News - Meta is experimenting with external computing power leasing. Everbright Securities' latest research report states that Meta's underlying logic for entering cloud computing is to create new monetization channels for its massive AI infrastructure investments. This indirectly reflects that cloud computing is currently the fastest and most definitive way to recover substantial upfront investments and improve current return rates. It indicates that external monetization capability has become the cash flow guarantee supporting Meta's continued expansion of AI investments. Meta's overall mid- to long-term plan to continuously increase AI computing power has not shifted. (Jin10)
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