compute hoarding and selling
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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? "It would be foolish to basically just sell all of the compute and take a short-term profit," he said, adding that improved intelligence would compound the value of the compute. 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 cent ...