Meta in talks to lease Anthropic $10 billion of compute
The deal could launch Meta's first dedicated cloud computing business.
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…
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9 postsJT 
Jerry Tworek@MillionIntCompute moves to those with the highest margin products. Markets are efficient and rational. It’s not a very good question to ask an AI company "where will you source compute from?". Financialization of compute markets will take some time but will happen. It’s a great…
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AP Ali Partovi@apartovi@MillionInt Well said! And the financial instruments are here: see GPU compute forward curves on @Kalshi. https://twitter.com/mansourtarek_/status/2077163765020160172
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AC Andrew Curran@AndrewCurran_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.
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AC Andrew Curran@AndrewCurran_- likes: 30
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AC Andrew Curran@AndrewCurran_There were signs. https://x.com/i/status/2078078199972418045
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RK rat king 🐀@MikeIsaacimo 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)
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