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01.07.26 - 19:30
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Meta to Build Cloud Business to Sell Excess AI Compute | Bloomberg Tech 7/01/2026 (Bloomberg)
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Bloomberg's Ed Ludlow breaks down Meta's plans to develop its own cloud infrastructure business aimed at selling access to AI computing power and models. Plus, the Trump administration lifts foreign access restrictions on Anthropic's Fable 5 AI model. And, Lime CEO Wayne Ting joins as the company gets ready to debut on the Nasdaq. (Source: Bloomberg)...
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01.07.26 - 17:31
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Meta Cloud Business; NASA Lunar Lander Contracts | Stock Movers (Bloomberg)
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On this episode of Stock Movers:
- Space companies including FireFly Aerospace (FLY) Intuitive Machines (LUNR) and Voyager Technologies (VOYG) shares are moving on news that NASA selected three companies to send robotic landers to the moon as part of efforts to establish a lunar base before the end of the decade. The agency announced awards to Astrobotic Technology Inc., Firefly Aerospace Inc., and Intuitive Machines Inc. to send landers to the moon.
- General Mills (GIS) shares are moving after it posted fourth-quarter profit that beat Wall Street expectations, lifted by higher prices.
- Meta Platforms Inc. (META) gained on reports that the company is developing plans for a cloud infrastructure business that will sell access to AI computing power and models. The company is also considering selling access to “raw” computing capacity, according to people familiar with the matter. (Source: Bloomberg)...
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01.07.26 - 17:24
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Meta Is Planning Cloud Business to Take on Amazon, Google (Bloomberg)
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Meta Platforms is developing plans to build a cloud infrastructure business that would sell access to AI computing power and models. It would take on industry leaders like Amazon Web Services, Microsoft Azure and Google Cloud. Mandeep Singh of Bloomberg Intelligence has details. (Source: Bloomberg)...
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01.07.26 - 16:24
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KI: Meta will offenbar ins Cloud-Geschäft einsteigen – Aktie gewinnt deutlich (Handelsblatt)
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Der Facebook-Mutterkonzern arbeitet an einem Einstieg in das Cloud-Infrastruktur-Geschäft, das Zugang zu KI-Rechenkapazitäten und -Modellen verkaufen soll. Das berichtete die Nachrichtenagentur Bloomberg am Mittwoch unter Berufung auf Insider. Meta würde damit in direkten Wettbewerb mit Branchenführern wie Amazon Web Services (AWS), Microsoft Azure und Google Cloud treten. Meta, das zuletzt massiv in teure Rechenzentren und andere Infrastruktur für die eigenen KI-Ambitionen investiert hat, baut demnach ein Geschäft auf, das überschüssige Rechenkapazität an externe Kunden verkauft.. --- Das Unternehmen erwägt außerdem, Zugang zu „roher“ Rechenkapazität zu verkaufen – ähnlich wie sogenannte Neocloud-Anbieter wie Coreweave.. --- Die Aktie legt heute 10% zu..
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