Meta Platforms, Inc. is aggressively investing in AI infrastructure, positioning itself to sell compute capacity in a supply-constrained market. META's compute commitments far exceed internal needs, signaling a strategic move to become a major AI cloud provider alongside AWS, Azure, and GCP. At ~$650/share (23x trailing earnings), META offers strong revenue growth (28%) and free AI/cloud optionality, with the compute business not yet priced in.
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