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Meta Compute: Everyone Wants To Be A Neocloud

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Zuck Takes Plan B? SpaceX 2.0, Bedrock 2.0, MSL Isn't Giving Up, Scaling RecSys by 10x... ClusterMAX ranking coming soon?

Meta Compute: Everyone Wants To Be A Neocloud Zuck Takes Plan B? SpaceX 2.0, Bedrock 2.0, MSL Isn't Giving Up, Scaling RecSys by 10x... ClusterMAX ranking coming soon? Jeremie Eliahou Ontiveros , Max Kan , Joey Brookhart , and 2 others Jul 02, 2026 ∙ Paid 234 3 15 Share With Bloomberg headlines suggesting Meta could become a Neocloud, the market’s reaction was immediate: aggressive sell-off of Neoclouds like Coreweave & Nebius, and debates of “overcapacity” coming back. Let’s set the record straight – we believe that both takes are erroneous and that Meta’s datacenter & compute procurement wil

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