Meta's stock price rose more than 8% on the news, making it one of the best single-day performances of the year, with intraday gains exceeding 10%. If launched, Meta would become the last major US tech company to enter the commercial cloud market, directly challenging Amazon Web Services (AWS), Microsoft Azure, and Google Cloud. The company is evaluating two business models: hosting AI models similar to AWS Bedrock, or directly leasing GPU computing power comparable to Neocloud providers. Sources indicated that Meta is still in the early planning stages and may adjust or cancel the plan.

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