Sell it or keep it? Google and Meta's AI compute quandary
Business Insider·2026-07-30 21:08

As tech giants aggressively build out compute to meet the demands of the AI boom, some face a tricky dilemma: how much should they hoard and how much should they sell?Meta CEO Mark Zuckerberg addressed the issue on the company's Q2 earnings call this week. While Meta doesn't currently have a business selling compute — the data center processing power used to run AI — to customers, Zuckerberg has said it's on the cards.Zuckerberg said that a "significant portion" of its compute will go toward training Meta's ...

Alphabet-Sell it or keep it? Google and Meta's AI compute quandary - Reportify