Meta In Talks To Lease Computing Power To Anthropic In Potential $10 Billion Deal – Stefan Buchholz DOT com

Anthropic is reportedly in very early talks to lease computing power from Meta in a potential deal worth around $10 billion. The discussions follow Anthropic’s recent compute deal with SpaceX and come as Meta explores selling excess AI capacity as part of a broader push to turn its massive infrastructure spending into a cloud business. Access to enough AI chips remains a challenge for firms like Anthropic, which places usage limits on its most advanced models like Fable. […] Meta could spend as much as $145 billion on capital expenditures, including for AI infrastructure, in 2026. Last October, Zuckerberg said that companies are regularly “asking if we have compute that they could buy from us at some premium to what we’ve bought it at.”

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