Meta in talks for $10 billion Anthropic compute deal, NYT reports
Anthropic would pay Meta monthly under a preliminary two-year agreement that could help the social media company monetize its AI infrastructure, Reuters reported.
- On Friday, the New York Times reported that Meta Platforms is in talks to lease computing power to Anthropic in a potential deal worth about $10 billion over two years. Reuters could not independently verify the report.
- Meta CEO Mark Zuckerberg stated in May that the company was exploring cloud computing to monetize AI infrastructure investments, with capital expenditures potentially reaching $145 billion in 2026.
- Anthropic recently secured a similar agreement with SpaceX to utilize Colossus data center capacity, while access to AI chips remains a challenge limiting usage of advanced models like Fable.
- Shares of Meta pared losses to trade down nearly 3% Friday amid a wider tech selloff following the news. The deal would position Meta as a direct competitor to CoreWeave and Nebius.
- Negotiations have been active since June, with terms structured as monthly increments over two years. Both companies would retain an option to exit the agreement early, though terms remain subject to change.
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(Los Angeles = Yonhap News) Correspondent Kim Kyung-yoon = Artificial intelligence (AI) startup Antropic is discussing a massive computing resource lease agreement with Meta, following SpaceX...
Meta In Early Talks To Rent $10B Of Computing Power To Anthropic
Meta is in early-stage talks to lease computing power to Anthropic in a deal that could be worth as much as $10 billion over two years, a move that would let the social media giant compete in cloud computing.
Meta, Anthropic in talks for potential $10 billion compute lease deal: Report
The reported agreement would see Anthropic lease Meta's computing infrastructure for up to two years, marking a major step in Meta's efforts to expand beyond advertising and into AI cloud services.
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