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Meta CEO Mark Zuckerberg said the company sees major potential in selling AI tools, APIs and compute capacity directly to businesses, marking a shift beyond its ad-driven model. The move aims to monetise heavy AI spending, though rising costs hit free cash flow. Meta plans a long-term strategy balancing infrastructure use and enterprise sales.

Meta CEO Mark Zuckerberg told investors on the company's second quarter earnings call that the company sees significant potential in selling artificial intelligence (AI) tools directly to businesses, marking a shift for a company that has historically built its fortune on advertising rather than enterprise sales.

A new business beyond advertising

Zuckerberg said Meta's enterprise AI ambitions extend well beyond the business agent the company launched in June for handling customer service and daily operations. He told investors that the company sees a large market for selling APIs, business agents, and even direct compute capacity to large customers, alongside other services it is building. "We expect to build a large business for large businesses," he said on the call, adding that Meta has "more coding and product tools on our roadmap."

Compute capacity at the centre of strategy