Meta Explores $10 Billion Deal to Sell Computing Power to Anthropic
The reported talks point to a possible new business for Meta, and a fresh sign of how scarce high-end AI compute still is.
Entities: Meta
The New York Times, cited in posts by Mike Isaac and Andrew Curran, reports that Meta is in early talks to lease computing power to Anthropic in a potential $10 billion deal. If it happens, the arrangement could mark the start of a cloud-computing business for Meta, as the company faces scrutiny over heavy AI infrastructure spending. Andrew Curran’s post also says Anthropic proposed a two-year deal in June and that discussions are ongoing.
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News: Meta in early talks to sell computing power to Anthropic in what could be a $10 billion deal if such a move happens, it could mark the start of a cloud computing business for Meta as it faces investor pressure for its AI spending w/ @elitanjourno https://www.nytimes.com/2026/07/17/technology/meta-anthropic-ai-computing-power.html
imo can be read a few ways: meta is "overbuilding" data centers somewhat now for the future, but it doesnt have the demand that Anthropic does, so it leases compute until/IF that demand comes later —SpaceX did the same (other read is meta giving up, but i highly doubt that)
After Elon signed his compute-as-a-service deal with Anthropic, the question was who would Mark Zuckerberg back? We may have our answer. The NYT says Anthropic proposed the two year deal in June, META is considering it, and they are currently in discussions.
it is striking to me that even without government mandated frontier ai industry compute consolidation, the market is just... doing it on its own
Breaking News: Meta is in talks to lease computing power from its data centers to Anthropic in a potential $10 billion deal. https://nyti.ms/4yrmMVN