Meta’s Q2 revenue soared 28% to $60.8 billion, but earnings per share dipped 13%—driven by massive AI investments eating into profits. Yet Mark Zuckerberg is hinting at a bold new play: Meta is exploring a cloud computing business to rent out its AI infrastructure, even in talks with Anthropic. With the AI infrastructure market projected to hit over $1 trillion by 2029, this could be Meta’s next big growth engine. Their strong ad business and billions of daily users provide a solid foundation, and adding cloud services could dramatically boost margins. While short-term numbers look shaky, this long-term bet on monetizing AI could redefine their future.
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