# CAPEX

Zuckerberg’s AWS Moment: Why Meta’s Compute Pivot Is Shaking Global Markets

Meta's plan to lease its surplus AI computing power has sparked fears of a global hardware glut, but analysts argue the move is a strategic play to monetize infrastructure efficiency similar to the early days of AWS. Despite market volatility, major tech players in both the U.S. and China continue to scale up their AI capital expenditures, indicating that long-term demand for compute remains robust.