Meta's cloud plan is a hedge on Zuckerberg's AI capex, not the end of the neoclouds

Meta's reported compute business would monetize overflow capacity, but the scarce assets are power, frontier clusters, and delivery timing.

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Illustration of Meta's cloud plan showing Meta offering spare compute capacity while keeping power and frontier AI clusters reserved.

Meta's reported compute business would monetize overflow capacity, but the scarce assets are power, frontier clusters, and delivery timing.