Now he’s pitching the receipts, or at least the plan for generating them: a dedicated AI cloud business that would sell Meta’s excess computing power to outside companies. If that deal materializes, it would represent one of the largest single cloud computing agreements in the industry and serve as a major proof of concept for Meta’s cloud ambitions. AdvertisementTaking on the incumbentsEntering the cloud business means going toe-to-toe with Amazon Web Services, Microsoft Azure, and Google Cloud. During Meta’s Q2 2026 earnings call on July 29, Zuckerberg pointed to increasing external demand for Meta’s compute resources and noted that discussions with potential customers were happening at premium rates. Some of the companies that might want to lease Meta’s compute are also competitors in the AI space.