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Deutsche Bank: Meta’s cloud business may open a billion-dollar-scale AI investment monetization channel, with revenue potentially increasing by up to $30 billion by 2027.

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Regarding the news that Meta plans to sell AI computing power and model access rights to external customers, Deutsche Bank believes this does not mean Meta is weakening its frontier-model or “superintelligence” layout. Instead, it is more likely monetizing older, non-core, or temporarily idle computing capacity externally, while reserving the latest generation of chips for internal training. This move is expected to shift market concerns about Meta’s “high capital expenditure with limited revenue returns” toward a reassessment of its newly added options for high-profit revenue. Based on Deutsche Bank’s estimates, by the end of 2027, Meta’s AI-related computing power could reach 8 to 11.5 GW, of which approximately 1.2 to 2.7 GW could be sold to external parties. Assuming 75% of the capacity is sold and annualized revenue per GW is $10 billion to $15 billion, Meta could add $9 billion to $30 billion in revenue in 2027, which is 3% to 10% higher than market expectations, with a baseline scenario of about $17.5 billion. (Cailianshe)
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