Meta and Anthropic in talks for $10 billion computing power deal as AI demand surges
14 Sources
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Meta and Anthropic in talks for up to $10bn data centre deal
Meta is in early talks to rent its computing power to Anthropic in what could be a multibillion-dollar deal, as the social media company plans a new cloud-computing business. Anthropic, maker of the Claude chatbot, proposed the deal in June, according to people familiar with the matter, as it
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Meta is reportedly considering a multibillion-dollar data center deal with Anthropic - Engadget
It would open up a completely new business for the Facebook and Instagram maker. Meta is "in talks" with Anthropic to lease some of its data centers, according to a new report in The New York Times. The discussions are still in early stages, the report says, but could end in a deal worth up to $10
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Anthropic in early talks with Meta to acquire compute power
Anthropic is in very preliminary talks to lease computing power from Meta, a person familiar with the matter told CNBC's Kate Rooney. Shares of the social media giant climbed off their lows of the day Friday following a report from New York Times that a potential deal was being discussed worth
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Meta in Talks to Lease Computing Power to Anthropic in Potential $10 Billion Deal
Meta is in talks to rent computing power from its artificial intelligence data centers to Anthropic in a deal that could be worth as much as $10 billion over two years, three people with knowledge of the discussions said, a potential step toward a new A.I. business for the social networking
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Anthropic is in early talks to lease $10 billion in compute from Meta
Anthropic is in early talks for a ~$10B compute deal with Meta, the NYT reported. Meta spent $145B on AI infra and is building a cloud business to monetise it. Anthropic is in very preliminary talks to lease computing power from Meta in a deal worth about $10 billion, the New York Times reported
[6]
Anthropic in talks to lease Meta computing power in $10 billion deal
Anthropic is in talks to lease computing power from Meta $META in a deal that could be worth as much as $10 billion over two years, according to the New York Times. Meta stock climbed off its lows on Friday after the report. According to the New York Times, which cited three people familiar with
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Anthropic, Meta reportedly discussing $10B data center leasing deal
Anthropic PBC is reportedly seeking to lease some of Meta Platforms Inc.'s data center capacity. The New York Times today cited three sources as saying that the deal could be worth $10 billion over two years. However, the report noted that the companies' discussions are at an early stage and could
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Meta could lease computing power to Anthropic in potential $10B deal
SAN FRANCISCO -- Meta is in talks to rent computing power from its artificial intelligence data centers to Anthropic in a deal that could be worth as much as $10 billion over two years, three people with knowledge of the discussions said, a potential step toward a new AI business for the social
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Meta, Anthropic in talks for potential $10 billion compute lease deal
Such a deal would help Meta diversify beyond advertising by generating revenue from its infrastructure and competing with neocloud firms such as CoreWeave and Nebius, as growing adoption of advanced AI tools boosts the need for computing capacity. Meta Platforms is in talks to lease computing
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Meta Reportedly Negotiating $10 Billion AI Compute Deal With Anthropic - Meta Platforms (NASDAQ:META), Ne
Meta Platforms (NASDAQ:META) is reportedly negotiating a deal to rent AI data center capacity to Anthropic worth up to $10 billion over two years. Anthropic pitched the arrangement in June, and both sides could exit early, with terms remaining fluid, The New York Times reported on Friday, citing
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Meta, Anthropic drop bombshell news on AI market
Last October, Mark Zuckerberg mentioned almost in passing that companies kept asking Meta if they could buy computing capacity from it, at a premium. It sounded like a hypothetical. On July 17, the New York Times turned it into a very real story. Meta and Anthropic are in early talks for a
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Meta Stock Rises as Anthropic Opens Talks on $10 Billion AI Compute Deal
The companies have not disclosed how much computing power Anthropic could receive. They have also not identified the chips, data center sites, pricing schedule or start date. The lack of a signed contract leaves several questions open. The final value could fall below $10 billion, while either side
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Meta in talks to rent some of its billions in AI infrastructure to Anthropic
New York -- Meta is in talks with Anthropic about leasing computing capacity to the AI startup. It's a move that could put the social media giant in competition with Amazon, Microsoft and Google in a new line of business: cloud computing. The conversation about a potential deal is still early, a
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Meta stock pares losses on report of AI computing deal talks By Investing.com
Meta Platforms (NASDAQ:META) recovered from a steep 5.7% dip, paring losses to 3% after a New York Times report revealed the tech giant is in early-stage talks to lease its vast AI data centers to Anthropic in a blockbuster $10 billion deal. According to the report, Anthropic proposed the deal in
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Meta is negotiating to lease computing power to Anthropic in a deal worth up to $10 billion over two years. The arrangement would mark Meta's entry into cloud computing as it seeks to monetize its massive AI infrastructure investments while Anthropic scrambles to secure the data center capacity needed to serve surging demand for its Claude chatbot.
Meta explores cloud-computing business through Anthropic partnership
Meta is in early discussions to lease computing power to Anthropic in what could become a $10 billion deal over two years, marking a significant shift for the social media giant
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. Anthropic Claude's maker proposed the arrangement in June, seeking new providers of computing power to keep pace with demand for its AI services1
. The potential Meta Anthropic deal would be paid in monthly increments, though talks remain in preliminary stages and no agreement is guaranteed4
.The discussions come as Meta plans to launch its own cloud-computing business to generate revenue from excess computing capacity
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. CEO Mark Zuckerberg has hinted at this possibility, noting that companies approach Meta "almost every week" requesting access to its data center capacity2
. This multibillion-dollar data center deal would help Meta monetize excess AI infrastructure while addressing investor concerns about its extraordinary spending levels.
Source: Engadget
AI infrastructure spending reaches unprecedented levels
Meta is planning to spend as much as $145 billion this year on capital expenditure, particularly on building out its AI infrastructure—more than double the $72 billion spent last year
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. This massive investment has raised questions on Wall Street about whether such sums can be justified, especially as Meta faces uncertainty about whether its own AI models can compete with rivals like Anthropic and OpenAI4
.The ability to lease computing power to companies like Anthropic would provide Meta with a new revenue stream until demand for its own AI services catches up
4
. Zuckerberg told Bloomberg that "the offers that you get for using the compute are so high that it may make sense, in some cases, to rent out or consider those kind of deals instead of your own internal uses"1
. He emphasized this doesn't mean Meta has overbuilt, but the premium prices for computing power make such arrangements financially attractive.AI compute shortage drives unusual industry partnerships
The talks underscore an acute AI compute shortage affecting even the largest tech companies. Despite spending tens of billions of dollars on chips, data centers and power, companies are battling to secure enough computing power to support surging demand for frontier AI model training and services
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. Anthropic, valued at nearly $1 trillion in the private market and having filed to go public, has seen demand surge since releasing its Claude Code enterprise software product4
.The proposed Meta Anthropic deal follows a similar data center agreement between Anthropic and SpaceX worth $1.25 billion per month—or $45 billion over three years
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. Anthropic immediately raised subscribers' rate limits after announcing that arrangement2
. These deals signal that AI companies have grown comfortable striking agreements with rivals out of necessity, as access to Nvidia chips and processing capacity remains a critical bottleneck3
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Source: NYT
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Meta assembles team to enter competitive cloud market
Meta is discussing potentially renting out access to raw computing capacity as one option, while also considering selling its AI models like Muse Spark while hosting them in its data centers
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. The Financial Times reported in June that discussions around the cloud computing business were taking place among the new 'Meta Compute' team, which includes Meta president and former banker Dina Powell McCormick, longtime head of global infrastructure Santosh Janardhan, and entrepreneur Daniel Gross1
.Entering the cloud market would require Meta to shoulder high upfront costs and develop sales relationships with major companies to compete with well-established rivals like Amazon, Microsoft, and Google
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. Ironically, Meta has itself struck deals to lease computing power from other providers, including a $21 billion deal with CoreWeave in April and a $27 billion deal with Nebius in March4
. Since those agreements were signed, computing power prices have skyrocketed due to limited supply and increased demand, presenting Meta with an opportunity to rent out its data centers at premium rates4
.The arrangement would create an unusual dynamic where Meta, which builds its own Llama models and competes with Anthropic Claude, would simultaneously serve as Anthropic's infrastructure provider
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. But the AI industry's competitive lines are blurring as companies prioritize securing computing power over maintaining strict competitive boundaries. Google is renting GPUs from SpaceX for $920 million per month, while simultaneously rationing Gemini access to Meta because it cannot serve demand5
. These cross-industry partnerships reflect a market where everyone needs more compute than they can build alone.References
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