Meta said on its second-quarter earnings call that it has received offers from companies looking to rent its cloud software at a “meaningful premium” over what it paid to build the compute. The comments marked a rare acknowledgment that its AI infrastructure could be offered beyond serving Meta’s own apps. The company also guided 2026 capital expenditure at $130 billion to $145 billion and reported a sharp drop in free cash flow in the latest quarter amid spending on data centers, AI chips and smart-glasses development.