Meta's CEO Mark Zuckerberg stated that the company needs to decide what to do with its excess capacity: whether to sell it or keep it for developing its models and services.
"A common trade-off that we need to make is around how much do you monetize something today versus develop future assets," Zuckerberg said.
As Meta constructs large AI data centers, it is now considering whether to sell excess capacity or preserve it.
"We're getting a lot of offers for compute at a significant premium over what we paid for it," he noted.
Meta also raised the low end of its 2026 capital expenditure guidance by $5 billion, bringing it to a range of $130 billion to $145 billion.
"I think that it's always a portfolio," Zuckerberg added.
