One of Amazon’s top cloud leaders will be joining Meta as the Facebook parent company considers turning its massive AI buildout into a cloud business of its own.
That’s the report from the Wall Street Journal overnight, quoting anonymous sources saying that Dave Brown, the senior Amazon executive who led AWS compute and AI services, will join Meta in the coming weeks to work on its data center build-out.
Meta hasn’t committed to becoming a cloud provider, but CEO Mark Zuckerberg has said the idea is on the table. He told shareholders in May that companies were regularly approaching Meta to pay for access to its AI models or spare computing capacity — a business that would put Meta in competition with cloud providers it now relies on, including AWS.
At Meta, Brown will report to infrastructure chief Santosh Janardhan, according to the WSJ report. Janardhan co-leads Meta Compute, an initiative Zuckerberg launched in January to plan the company’s data center buildout. Meta has said it expects to spend $125 billion to $145 billion on capital expenditures this year, much of it tied to AI data centers.
Amazon isn’t commenting on the report. We’ve contacted Meta for confirmation and details.
Brown’s departure from AWS was announced on Wednesday, with a warmly worded message from AWS CEO Matt Garman giving no indication that Amazon would try to challenge or restrict his new role on competitive grounds.
AWS has gone to court before to enforce noncompete agreements against departing executives, suing two AWS leaders who left for Google Cloud in 2019 and 2020, respectively. But such agreements have grown harder to enforce. California bars them almost entirely, and Washington — Amazon’s home state — enacted a near-total ban this year, though it doesn’t take effect until mid-2027.
Garman’s message said Brown had decided to take “a new role outside of the company” but did not say where he was going. He’s remaining at AWS through the end of July to help with the transition.
At AWS, Brown will be succeeded by Dave Treadwell, a longtime Amazon executive who has run the technology behind the company’s retail operations and spent 27 years at Microsoft before joining Amazon in 2016. He takes over AWS Compute and ML Services on Aug. 1.
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