META Throws in the LLM Towel
META deciding to sell compute capacity is akin to xAI renting GPUs to Anthropic and Google (those announcements occurred over the past few weeks in case you missed them).
META is an LLM upstart, it can’t hope to be successful building a leading frontier model and a cloud business to serve up AI infra. It has to pick one.
By moving forward with the AI infra business, META is essentially quitting the frontier model business. META should have stayed focus on open source LLMs.