Woofun AI reports that Mark Zuckerberg indicated Meta may adopt a dual-track infrastructure strategy involving self-use and leasing. During a May shareholder call, Zuckerberg noted that companies regularly inquire about purchasing computing power or API services at premiums above acquisition costs. While current H100/H200 resources remain dedicated to internal model training and recommendation systems, Zuckerberg stated that selling excess capacity is a viable option if infrastructure outpaces internal needs. This potential commercialization serves as a confidence mechanism for continued investment in AI infrastructure expansion, rather than an immediate response to significant surplus.