Meta Platforms Inc. has seen its stock soar nearly 10% following reports that the company is planning to build its own cloud infrastructure to sell excess AI computing power. This strategic move aims to challenge major players in the cloud market, including Amazon, Microsoft, and Google. As Meta looks to monetize its surplus AI capacity, shares of rival companies such as CoreWeave and Nebius have experienced significant declines. Analysts are closely monitoring how this shift could impact the broader AI infrastructure and semiconductor industries, with concerns arising about potential oversupply in the computing market.