Jefferies Senior Internet Analyst Brent Thill recently appeared on a CNBC Squawk Box segment to argue that Meta Platforms (NASDAQ:META) is making the right strategic move by entering the enterprise AI infrastructure market, even if it’s arriving years after established competitors. Meta’s planning to launch a cloud infrastructure business selling excess AI computing capacity, sending ... Senior Analyst: Meta Is Chasing A $2 Trillion AI Compute Opportunity, But It’s Years Behind