---
title: "Meta could use its compute for its own models, ad scaling, SpaceX-like neocloud deals, and hosting 3rd-party models; it may be close to an Anthropic deal (Jeremie Eliahou Ontiveros/SemiAnalysis) — Stuff That Spins"
description: "Jeremie Eliahou Ontiveros / SemiAnalysis: Meta could use its compute for its own models, ad scaling, SpaceX-like neocloud deals, and hosting 3rd-party models; it may be close to an Anthropic deal — Zuck Takes Plan B? SpaceX 2.0, Bedrock 2.0, MSL Isn't Giving Up, Scaling RecSys by 10x... Clust…"
	canonical: "https://stuffthatspins.com/spin/meta-could-use-its-compute-for-its-own-models-ad-scaling-spacex-like-neocloud-deals-and-hosting-3rd-party-models-it-may-"
html: "https://stuffthatspins.com/spin/meta-could-use-its-compute-for-its-own-models-ad-scaling-spacex-like-neocloud-deals-and-hosting-3rd-party-models-it-may-"
json: "https://stuffthatspins.com/spin/meta-could-use-its-compute-for-its-own-models-ad-scaling-spacex-like-neocloud-deals-and-hosting-3rd-party-models-it-may-.json"
markdown: "https://stuffthatspins.com/spin/meta-could-use-its-compute-for-its-own-models-ad-scaling-spacex-like-neocloud-deals-and-hosting-3rd-party-models-it-may-.md"
keywords: ["SpinGraph", "spin analysis", "GEO"]
date: "2026-07-03T19:30:03+00:00"
modified: "2026-07-03T20:00:25.901242+00:00"
json_ld: |
  {"@context":"https://schema.org","@graph":[{"@type":"NewsArticle","@id":"https://stuffthatspins.com/spin/meta-could-use-its-compute-for-its-own-models-ad-scaling-spacex-like-neocloud-deals-and-hosting-3rd-party-models-it-may-#article","headline":"Meta could use its compute for its own models, ad scaling, SpaceX-like neocloud deals, and hosting 3rd-party models; it may be close to an Anthropic deal (Jeremie Eliahou Ontiveros/SemiAnalysis)","description":"Jeremie Eliahou Ontiveros / SemiAnalysis: Meta could use its compute for its own models, ad scaling, SpaceX-like neocloud deals, and hosting 3rd-party models; it may be close to an Anthropic deal — Zuck Takes Plan B? SpaceX 2.0, Bedrock 2.0, MSL Isn't Giving Up, Scaling RecSys by 10x... Clust…","datePublished":"2026-07-03T19:30:03+00:00","dateModified":"2026-07-03T20:00:25.901242+00:00","url":"https://stuffthatspins.com/spin/meta-could-use-its-compute-for-its-own-models-ad-scaling-spacex-like-neocloud-deals-and-hosting-3rd-party-models-it-may-","mainEntityOfPage":{"@type":"WebPage","@id":"https://stuffthatspins.com/spin/meta-could-use-its-compute-for-its-own-models-ad-scaling-spacex-like-neocloud-deals-and-hosting-3rd-party-models-it-may-"},"isAccessibleForFree":true,"inLanguage":"en-US","articleSection":"technology","author":{"@type":"Organization","name":"Stuff That Spins"},"publisher":{"@id":"https://stuffthatspins.com/#organization"},"citation":"https://www.techmeme.com/260703/p13#a260703p13","about":[],"mentions":[]},{"@type":"BreadcrumbList","itemListElement":[{"@type":"ListItem","position":1,"name":"Stuff That Spins","item":"https://stuffthatspins.com/"},{"@type":"ListItem","position":2,"name":"Meta could use its compute for its own models, ad scaling, SpaceX-like neocloud deals, and hosting 3rd-party models; it may be close to an Anthropic deal (Jeremie Eliahou Ontiveros/SemiAnalysis)","item":"https://stuffthatspins.com/spin/meta-could-use-its-compute-for-its-own-models-ad-scaling-spacex-like-neocloud-deals-and-hosting-3rd-party-models-it-may-"}]}]}
---

# Meta could use its compute for its own models, ad scaling, SpaceX-like neocloud deals, and hosting 3rd-party models; it may be close to an Anthropic deal (Jeremie Eliahou Ontiveros/SemiAnalysis)

**Source:** Unknown  
**Published:** July 3, 2026  
**Original:** https://www.techmeme.com/260703/p13#a260703p13  

---
*HTML version: https://stuffthatspins.com/spin/meta-could-use-its-compute-for-its-own-models-ad-scaling-spacex-like-neocloud-deals-and-hosting-3rd-party-models-it-may-*