Jim Cramer Highlights Meta Entering the Neocloud Business Syeda Seirut Javed Thu, July 9, 2026 at 5:18 AM PDT 2 min read META -2.02% MSFT -1.41% Meta Platforms, Inc. (NASDAQ: META ) was among Jim Cramer's stock calls on Mad Money, as he highlighted the AI opportunities in neoclouds . Cramer highlighted the company's entry into the neocloud space, as he remarked: Last week, we learned that Meta Platforms might pivot some of its AI business and join the ranks of the neoclouds.这些公司基本上是向外部出售计算能力，而不仅仅是为自己使用。现在，这对股东来说是个好消息，因为 Meta 需要将更多投资货币化。
Now, Meta is similar to the major cloud infrastructure plays like Amazon Web Services, Google Cloud, and Microsoft Azure… All of these neocloud stocks got crushed last week when they heard that Meta wants to get in on the action. Meta 一直是该行业最大的客户之一；现在，它想成为竞争对手。看空者对此做出了疯狂的回应，他们认为我们建造了太多这样的数据中心，这就是互联网泡沫的再次崩溃。你听过多少次了？但我认为 Meta 只是做了聪明的事。
They've spent fortunes building out data center capacity, so they might as well rent out at least some of that compute to generate a return on investment in the process.他们可以以巨额溢价出租计算的事实告诉你，数据中心容量短缺——不是太多，而是短缺。
Others agree.自该消息发布以来，该股目前已上涨约 50 美元。
Photo by Alexander Shatov on Unsplash Meta Platforms, Inc. (NASDAQ:META) develops technologies and applications that connect people through social networking and messaging.该公司的产品组合包括 Facebook、Instagram、WhatsApp、Messenger、Threads 以及虚拟和增强现实产品。虽然我们承认 META 作为一项投资的潜力，但我们相信某些人工智能股票具有更大的上涨潜力，并且下行风险较小。如果您正在寻找一只被极度低估的人工智能股票，并且该股票也将从特朗普时代的关税和离岸趋势中受益匪浅，请参阅我们关于最佳短期人工智能股票的免费报告。阅读下一篇： 33 只股票将在 3 年内翻倍， 15 只股票将在 10 年内让你致富 披露：无。在 Google 新闻上关注 Insider Monkey。条款和