Everbright Securities: Meta's Computing Power Leasing is a Resource Optimization Tool, Wont Alter Long-Term Expansion Plans

Odaily Odaily reported that Meta is testing external computing power leasing. The latest research report from Everbright Securities suggests that the underlying logic of Meta's foray into cloud computing is to create new monetization channels for its massive AI infrastructure investments. This indirectly indicates that cloud computing is currently the fastest and most definitive way to recoup substantial upfront investments and improve immediate returns, proving that external monetization capability has itself become a cash flow guarantee to support Meta's continued expansion of AI investments.

Meta's medium-to-long-term overall plan to continuously increase AI computing power has not changed its direction. (Jinshi)