Meta首席执行官马克·扎克伯格表示，如果公司在数据中心建设上投入过度并产生多余算力，Meta可能会进入云计算市场。

“it’s definitely on the table,” Zuckerberg said on Wednesday at Meta’s annual shareholder meeting, in response to a question about potentially competing with Amazon and Microsoft in cloud computing.

周三，在Meta年度股东大会上，当被问及是否可能在云计算领域与亚马逊和微软竞争时，扎克伯格表示：“这绝对是一个可考虑的选项。”

Zuckerberg reiterated comments made on an earnings call last year, noting that “almost every week there are different companies that come to us from outside asking us to both stand up an API service or asking if we have compute that they could buy from us at some premium to what we’ve bought it at.”

扎克伯格重申了他去年财报电话会议上的说法，并指出：“几乎每周都会有不同公司来找我们，要么希望我们提供API服务，要么询问我们是否有多余算力愿意以高于采购价的价格出售给他们。”

Of the four giant hyperscalers in the U.S. Meta is the only one that doesn’t have a cloud infrastructure and services business. Meanwhile, Meta’s spending to fuel artificial intelligence development is right up there with its rivals.

在美国四大超大规模云服务企业中，Meta是唯一一家没有云基础设施和云服务业务的公司。与此同时，Meta在推动人工智能发展方面的支出规模已经与竞争对手相当。

In April, Meta raised its 2026 guidance for AI-related capital expenditures to between $125 billion and $145 billion, up from a prior range of $115 billion to $135 billion. Meta shares sank 7% despite better-than-expected first-quarter earnings, underscoring concern about the company’s hefty AI spending.

今年4月，Meta将2026年与AI相关的资本支出预期从此前的1150亿至1350亿美元，上调至1250亿至1450亿美元。尽管第一季度业绩好于预期，Meta股价仍下跌7%，凸显市场对其巨额AI投入的担忧。

Zuckerberg is reminding Wall Street that it has the ability to rent out some of its computing resources.

扎克伯格是在提醒华尔街，Meta具备出租部分算力资源的能力。

“We haven’t done that yet because we think that we have a use for the compute,” Zuckerberg said Wednesday. “Obviously if we get to a point where we feel that we have overbuilt, then that is an option that we have, and that is partially what gives us confidence in investing in building this out.”

扎克伯格周三表示：“我们目前还没这么做，因为我们认为这些算力自己还有用途。当然，如果未来我们觉得建设过度了，那么这是我们可以采取的一个选择，这也部分增强了我们持续投资建设基础设施的信心。”

Separately on Wednesday, Meta revealed that it will begin testing monthly subscription services for its Meta AI app and website, marking the first time the company will charge users for AI features. The Meta AI subscription plans will cost either $7.99 or $19.99 a month, depending on certain features, and will initially be available in Singapore, Guatemala and Bolivia.

另外，Meta周三还宣布，将开始为Meta AI应用和网站测试月度订阅服务，这将是该公司首次针对AI功能向用户收费。Meta AI订阅方案根据功能不同，月费分别为7.99美元和19.99美元，首批将在新加坡、危地马拉和玻利维亚上线。

Zuckerberg said at last year’s shareholder meeting that as Meta AI improves, the company could offer “a subscription service so that people can pay to use more compute.”

扎克伯格在去年的股东大会上曾表示，随着Meta AI不断提升，公司未来可以提供“订阅服务，让用户付费使用更多算力”。