When I saw that Meta news,



My first reaction was: Is this guy for real?

The day Meta announced it would lease out idle computing power to the outside, Meta itself rose 8.8%, and its market cap increased by more than 1270亿 in a single day. But Micron fell 10%, SanDisk fell by more than 10%, and CoreWeave fell 14%. The market was saying—Meta is good, but its hardware isn’t.

Meta spent 1250亿 on computing power over the past two years, but its own large model didn’t end up rolling out, leaving a large amount of computing power idle. So why not rent it out? It’s like you bought a bunch of sports cars, found you couldn’t drive them all, and then turned around and told the car-rental shop: I’ve got ready-made ones here—rent them to you cheaper. The car-rental shop owner was instantly stunned.

This time, CoreWeave was truly backstabbed. It had signed a 210亿 computing power contract with Meta, but Meta turned around and set up its own leasing business, competing with it for customers. The crypto market shook too—token prices of decentralized computing networks like Gensyn fell in sync, and short-term risk-avoidance sentiment in the computing power track really has been spreading.
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