Zuckerberg first response to Meta 'overcapacity': no one complains about too much compute, but renting it out is more profitable

扎克伯格首度回应 Meta"算力过剩"：没人会嫌算力太多，但租出去更赚钱

Zuckerberg denied Meta has excess compute, saying all resources run at full capacity. But he admitted market bids are so high that renting out some AI infrastructure makes more financial sense. Meta is planning a cloud business codenamed 'Meta Compute'—hosting models for a fee and renting bare-metal compute. He cited SpaceX leasing its Memphis data center to Anthropic for $1.25B/month; Meta is evaluating similar high-premium short-term deals. 2026 capex guidance is $125–145B, with in-house AI chip mass production set for September and a 14 GW compute deployment target by 2027.

Why it matters: Zuckerberg's first response to the overcapacity debate, plus a concrete cloud-business reveal. Not scored higher because it's still a directional statement — no pricing, scale, or launch timeline yet.