Meta Jumps 11% on Cloud Computing Plans, Nvidia Slides
Meta leads the Magnificent Seven higher after reports it will sell excess computing power, while Nvidia drags on the group.
Meta Platforms surged more than 11% Thursday after reports emerged that the social media giant intends to monetize its surplus computing capacity by selling it to outside parties — a move that could open a significant new revenue stream for the company and reshape its role in the AI infrastructure landscape.
According to Dow Jones Market Data, the single-session gain puts Meta on pace for its biggest one-day advance since April 9, 2025, a milestone that underscores just how dramatically the news shifted investor sentiment toward the company. Shares led the broader Magnificent Seven tech cohort higher, even as Nvidia moved in the opposite direction and weighed on the group.
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The divergence between Meta and Nvidia highlights how quickly market narratives can shift within the mega-cap tech universe. While Meta's reported pivot toward becoming a compute-power seller signals growing confidence in its AI infrastructure investments, Nvidia's drag suggests traders may be rotating or taking profits in the chip giant amid the broader excitement around cloud and AI capacity plays.
If Meta proceeds with selling excess computing power, it would join a small but growing club of tech companies that treat data-center capacity as a commercial product in its own right — adding competitive pressure to established cloud providers and potentially altering how the AI compute market is structured going forward.
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