Sell it or keep it? Google and Meta's AI compute quandary

Mark Zuckerberg has Meta investing heavily in AI. Bloomberg/Getty Images Hyperscalers like Google and Meta have a tricky dilemma: how much compute should they give away? There's not enough compute to go around, but the tech giants need it to keep powering AI. Mark Zuckerberg said it would be "foolish" to give too much

For investors anxious to hear more about Meta's plans to make money from its big AI spending, Mark Zuckerberg said there's a trade-off.

Days after Wall Street punished Alphabet for its unbridled spending on AI infrastructure, the world's two leading cloud giants are set to provide the latest update on their long-running rivalry.