Meta Platforms will expand its Louisiana data centre to 5 gigawatts of compute capacity, roughly doubling the site's power and lifting its AI processing capabilities.
The scale leaves Meta with two options. It can run its own AI models on the capacity, or rent out raw hardware and hosting to outside customers. Asked about the second path, Mark Zuckerberg told Bloomberg: "We're looking at that."
The Louisiana site will be Meta's largest. It sits within a global fleet of 33 data centres the company has built or has in active development.
Renting capacity would put Meta in competition with the established cloud providers, Amazon Web Services, Google and Microsoft, and with specialists such as CoreWeave. The practice is already common at the top of the market. Google rents capacity from SpaceX, and Anthropic has supply ties with both Amazon and Google.
The open question is who Meta's customers would be. Most large cloud buyers are already committed to incumbent providers, which leaves it unclear where the demand for any spare capacity would come from.
