Everbright Securities: Meta’s computing power rental is a resource optimization measure, with no change to its medium-to-long-term expansion plan

Odaily Planet Daily News Meta tests the waters of external computing power leasing. Everbright Securities' latest research report indicates that the underlying logic behind Meta's foray into 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 explicit way to recoup huge upfront investments and improve current returns, demonstrating that the ability to externally monetize has become a cash flow guarantee supporting Meta's continued expansion of AI investment.

Meta's overall plan to continuously increase AI computing power in the medium to long term has not changed. (Jin Shi)