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Related: Meta’s “Selling Compute” Crashes AI Hardware? Wall Street Analysis: Don’t Panic, This Isn’t Overcapacity or a Sector Inflection Point

Original source: Wall Street News A piece of news about Meta selling off its excess computing power has placed several of the most sensitive issues in the AI trading narrative on the table simultaneously: Is computing power truly in short supply? Will Meta revise down its capital expenditure? How much longer can Neocloud remain profitable? Wall Street News mentioned that Meta is formulating a cloud business plan, potentially offering two types of services: one is managed model/API access, similar to AWS Bedrock; the other is renting out “raw computing power,” akin to Neocloud. Upon the news, CoreWeave, a star next-generation GPU cloud service provider, saw its stock price plummet 13%, while Nebius dropped 15%. The broader AI hardware sector, including chips, subsequently suffered heavy losses. If Meta starts selling computing…