{"id":738571,"date":"2026-07-13T07:10:34","date_gmt":"2026-07-13T04:10:34","guid":{"rendered":"https:\/\/buradabiliyorum.com\/en\/metas-best-week-since-2024-explained-by-one-word-compute\/"},"modified":"2026-07-13T07:10:34","modified_gmt":"2026-07-13T04:10:34","slug":"metas-best-week-since-2024-explained-by-one-word-compute","status":"publish","type":"post","link":"https:\/\/buradabiliyorum.com\/en\/metas-best-week-since-2024-explained-by-one-word-compute\/","title":{"rendered":"Meta&#8217;s best week since 2024, explained by one word: compute"},"content":{"rendered":"<div id=\"ez-toc-container\" class=\"ez-toc-v2_0_89 counter-hierarchy ez-toc-counter ez-toc-custom ez-toc-container-direction\">\n<p class=\"ez-toc-title\" style=\"cursor:inherit\">Table of Contents<\/p>\n<label for=\"ez-toc-cssicon-toggle-item-6af1f328dd86e\" class=\"ez-toc-cssicon-toggle-label\"><span class=\"\"><span class=\"eztoc-hide\" style=\"display:none;\">Toggle<\/span><span class=\"ez-toc-icon-toggle-span\"><svg style=\"fill: #dd3333;color:#dd3333\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" class=\"list-377408\" width=\"20px\" height=\"20px\" viewBox=\"0 0 24 24\" fill=\"none\"><path d=\"M6 6H4v2h2V6zm14 0H8v2h12V6zM4 11h2v2H4v-2zm16 0H8v2h12v-2zM4 16h2v2H4v-2zm16 0H8v2h12v-2z\" fill=\"currentColor\"><\/path><\/svg><svg style=\"fill: #dd3333;color:#dd3333\" class=\"arrow-unsorted-368013\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"10px\" height=\"10px\" viewBox=\"0 0 24 24\" version=\"1.2\" baseProfile=\"tiny\"><path d=\"M18.2 9.3l-6.2-6.3-6.2 6.3c-.2.2-.3.4-.3.7s.1.5.3.7c.2.2.4.3.7.3h11c.3 0 .5-.1.7-.3.2-.2.3-.5.3-.7s-.1-.5-.3-.7zM5.8 14.7l6.2 6.3 6.2-6.3c.2-.2.3-.5.3-.7s-.1-.5-.3-.7c-.2-.2-.4-.3-.7-.3h-11c-.3 0-.5.1-.7.3-.2.2-.3.5-.3.7s.1.5.3.7z\"\/><\/svg><\/span><\/span><\/label><input type=\"checkbox\"  id=\"ez-toc-cssicon-toggle-item-6af1f328dd86e\" checked aria-label=\"Toggle\" \/><nav><ul class='ez-toc-list ez-toc-list-level-1 ' ><ul class='ez-toc-list-level-4' ><li class='ez-toc-heading-level-4'><a class=\"ez-toc-link ez-toc-heading-1\" href=\"https:\/\/buradabiliyorum.com\/en\/metas-best-week-since-2024-explained-by-one-word-compute\/#TLDR\" >TL;DR<\/a><\/li><\/ul><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-2\" href=\"https:\/\/buradabiliyorum.com\/en\/metas-best-week-since-2024-explained-by-one-word-compute\/#What_changed\" >What changed<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-3\" href=\"https:\/\/buradabiliyorum.com\/en\/metas-best-week-since-2024-explained-by-one-word-compute\/#How_the_bulls_are_doing_the_maths\" >How the bulls are doing the maths<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-4\" href=\"https:\/\/buradabiliyorum.com\/en\/metas-best-week-since-2024-explained-by-one-word-compute\/#The_part_the_rally_is_ignoring\" >The part the rally is ignoring<\/a><\/li><\/ul><\/nav><\/div>\n<div id=\"article-main-content\">\n<p><em><\/p>\n<div class=\"postContent-tldr\">\n<h4 class=\"postContent-offsetTitle\"><span class=\"ez-toc-section\" id=\"TLDR\"><\/span>TL;DR<span class=\"ez-toc-section-end\"><\/span><\/h4>\n<p>Meta\u2019s stock rose about 6% on Friday and roughly 15% on the week, its best week since early 2024, after the company gave investors a concrete plan to monetise its AI infrastructure via Meta Compute. Wolfe Research estimates each gigawatt monetised at a ~$25bn rate could lift EPS around 20%, and options volume ran over three times its 30-day average. But Meta Compute has not sold anything yet, has never served external cloud customers, and faces three entrenched hyperscalers.<\/p>\n<\/div>\n<p><\/em><\/p>\n<p>Meta has had a miserable year on the market, flat while the Nasdaq-100 climbed 18%. That changed abruptly, with the stock posting its best week since early 2024,\u00a0<a rel=\"nofollow\" target=\"_blank\" href=\"https:\/\/www.cnbc.com\/2026\/07\/10\/meta-shares-surge-6percent-as-optimism-grows-on-it.html\" target=\"_blank\" rel=\"nofollow noopener\">CNBC reports<\/a>.<\/p>\n<p>Shares rose about 6% on Friday and roughly 15% across the week. The move was not driven by advertising, the business that actually makes Meta\u2019s money.<\/p>\n<p>It was driven by a story about compute.<\/p>\n<h3><span class=\"ez-toc-section\" id=\"What_changed\"><\/span>What changed<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<div class=\"inarticle-wrapper latest channel-cta hs-embed-tnw\">\n<div id=\"hs-embed-tnw\" class=\"channel-cta-wrapper\">\n<div class=\"channel-cta-img\"><img decoding=\"async\" class=\"js-lazy\" src=\"https:\/\/media.thenextweb.com\/hardfork-2018\/uploads\/visuals\/tnw-newsletter.png\"\/><\/div>\n<p><img decoding=\"async\" src=\"https:\/\/media.thenextweb.com\/hardfork-2018\/uploads\/visuals\/tnw-newsletter.png\"\/><\/p>\n<div class=\"channel-cta-input\">\n<p class=\"channel-cta-title\">The \ud83d\udc9c of EU tech<\/p>\n<p class=\"channel-cta-tagline\">The latest rumblings from the EU tech scene, a story from our wise ol&#8217; founder Boris, and some questionable AI art. It&#8217;s free, every week, in your inbox. Sign up now!<\/p>\n<\/div>\n<\/div>\n<\/div>\n<p>The catalyst is Meta Compute, a plan to sell AI computing capacity and models to outside customers. It would put Meta into a market currently held by Amazon, Microsoft, and Google.<\/p>\n<p>Investors had been anxious for months about the scale of Meta\u2019s AI capital spending with no visible route to a return. The company has now\u00a0offered to rent out its spare AI compute, and the market treated it as relief.<\/p>\n<p>Mark Zuckerberg had already signalled the direction, saying an\u00a0AI cloud business \u201cmakes sense\u201d. Turning a colossal cost centre into a revenue line is a straightforward pitch.<\/p>\n<p>The supporting pieces landed at the same time. Meta shipped\u00a0Muse Image, its new image model, and is\u00a0pushing its own MTIA chip into production\u00a0to cut its dependence on Nvidia.<\/p>\n<h3><span class=\"ez-toc-section\" id=\"How_the_bulls_are_doing_the_maths\"><\/span>How the bulls are doing the maths<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>The numbers being circulated are aggressive. Wolfe Research reckons that for every gigawatt of compute Meta monetises at roughly a $25bn rate, earnings per share could rise around 20%.<\/p>\n<p>Options desks responded in kind. Volume ran at more than three times the 30-day average, with 78% of the $1.8bn in options premium tied to calls.<\/p>\n<p>Analyst targets have followed the mood, clustering in the low-to-mid $800s over twelve months. The published scenario range runs from about $720 at the bearish end to roughly $869 at the bullish one.<\/p>\n<p>Those are forecasts, not facts, and they are being made by people who were considerably less enthusiastic a month ago. Sentiment moved before any of this revenue exists.<\/p>\n<h3><span class=\"ez-toc-section\" id=\"The_part_the_rally_is_ignoring\"><\/span>The part the rally is ignoring<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>Meta Compute has not sold anything yet. Meta has never run a cloud business for external customers, and AWS, Azure, and Google Cloud have a decade of head start on operations, sales, and trust.<\/p>\n<p>There is also an uncomfortable reading of the same <a href=\"https:\/\/buradabiliyorum.com\/en\/category\/news\/\" data-internallinksmanager029f6b8e52c=\"2\" title=\"News\" target=\"_blank\" rel=\"noopener\">news<\/a>. Selling excess capacity can mean shrewd monetisation, or it can mean the company bought more compute than it can use.<\/p>\n<p>And the human ledger has not improved. Meta\u00a0cut 8,000 jobs while posting record revenue\u00a0and pouring money into AI infrastructure, which is the same spending this rally is celebrating.<\/p>\n<p>What Wall Street bought this week was a narrative, and a plausible one. Whether Meta can actually sell compute against three entrenched hyperscalers is a question no share price can answer yet.<\/p>\n<\/p><\/div>\n<blockquote><p><strong><span style=\"color: #ff6600;\">If you liked the article, do not forget to share it with your friends. Follow us on\u00a0<span style=\"color: #ff0000;\"><a style=\"color: #ff0000;\" href=\"https:\/\/news.google.com\/publications\/CAAqBwgKMN63nwsw68G3Aw\" target=\"_blank\" rel=\"nofollow noopener noreferrer\">Google News<\/a><\/span>\u00a0too, click on the star and choose us from your favorites.<\/span><\/strong><\/p><\/blockquote>\n<blockquote>\n<p style=\"text-align: center;\"><strong>If you want to read more like this article, you can visit our <span style=\"color: #ff9900;\"><a style=\"color: #ff9900;\" href=\"https:\/\/buradabiliyorum.com\/en\/category\/technology\/\" target=\"_blank\" >Technology category.<\/a><\/span><\/strong><\/p>\n<\/blockquote>\n<p><span style=\"color: black;\"><a style=\"color: #ff9900;\" href=\"https:\/\/thenextweb.com\/news\/meta-stock-best-week-ai-cloud-compute\" target=\"_blank\" >Source<\/a><\/span><\/p>\n","protected":false},"excerpt":{"rendered":"<p>TL;DR Meta\u2019s stock rose about 6% on Friday and roughly 15% on the week, its best week since early 2024, after the company gave investors a concrete plan to monetise its AI infrastructure via Meta Compute. Wolfe Research estimates each gigawatt monetised at a ~$25bn rate could lift EPS around 20%, and options volume ran&#8230;<\/p>\n","protected":false},"author":1,"featured_media":738572,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"fifu_image_url":"https:\/\/media.thenextweb.com\/2026\/07\/meta-stock-best-week-ai-cloud-compute.avif","fifu_image_alt":"","footnotes":""},"categories":[18],"tags":[],"class_list":["post-738571","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-technology"],"_links":{"self":[{"href":"https:\/\/buradabiliyorum.com\/en\/wp-json\/wp\/v2\/posts\/738571","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/buradabiliyorum.com\/en\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/buradabiliyorum.com\/en\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/buradabiliyorum.com\/en\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/buradabiliyorum.com\/en\/wp-json\/wp\/v2\/comments?post=738571"}],"version-history":[{"count":0,"href":"https:\/\/buradabiliyorum.com\/en\/wp-json\/wp\/v2\/posts\/738571\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/buradabiliyorum.com\/en\/wp-json\/wp\/v2\/media\/738572"}],"wp:attachment":[{"href":"https:\/\/buradabiliyorum.com\/en\/wp-json\/wp\/v2\/media?parent=738571"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/buradabiliyorum.com\/en\/wp-json\/wp\/v2\/categories?post=738571"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/buradabiliyorum.com\/en\/wp-json\/wp\/v2\/tags?post=738571"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}