Everbright Securities: Meta's Computing Power Leasing is a Resource Optimization Measure, Does Not Change Medium-to-Long-Term Expansion Plans

格隆汇2026/07/03 00:49

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```htmlGolden Ten Data, July 3｜Meta is experimenting with external computing power leasing. The latest research report from Everbright Securities states that Meta's underlying logic for entering cloud computing is to create new channels for monetizing its massive AI infrastructure investments. This indirectly reflects that cloud computing is currently the fastest and most effective way to recover huge upfront investments and increase the current rate of return, indicating that the ability to monetize externally has become the cash flow guarantee supporting Meta's continued expansion of AI investment. Meta's overall plan to continuously increase AI computing power in the medium and long term has not changed.```

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