Meta Platforms is in talks to lease computing capacity to Anthropic in a deal that could be worth as much as $10 billion over two years, according to a source familiar with the discussions. The report, carried by Reuters, sent Meta shares down more than 2% on Friday before they trimmed losses in extended trading amid a broader selloff in tech stocks.
Under the terms being discussed, Anthropic would pay Meta in monthly installments over the two-year period, though the source cautioned that the deal remains subject to change and that both companies could exit early. The talks are in an early stage and may not lead to an agreement.
Why would Meta lease out capacity?
The arrangement would give Meta a way to generate revenue from the infrastructure it has built to train and run its own AI models. Until now, Meta’s business has been almost entirely anchored in advertising, and the company has limited experience selling computing power to outside parties. The source noted that the discussions have grown complicated for that reason.
Leasing capacity would also put Meta in competition with so-called neoclouds, specialist providers such as CoreWeave and Nebius that have built businesses around supplying GPU clusters to AI labs and enterprises. Demand for such capacity has risen sharply as advanced AI tools have moved from research settings into mainstream products.
How did the Anthropic deal come together?
Anthropic, the company behind the Claude family of models, first proposed the arrangement in June, the source said. Meta is still evaluating it. Anthropic, which has filed for an initial public offering, did not comment. Meta did not immediately respond to a request for comment.
The potential agreement mirrors a deal Anthropic reached in May with SpaceX, under which it tapped the full computing power of the Colossus 1 data center in Memphis, Tennessee. That arrangement gave Anthropic access to large-scale GPU resources outside of the traditional hyperscaler ecosystem.
What are Meta’s cloud ambitions?
At Meta’s shareholder meeting in May, chief executive Mark Zuckerberg said entering cloud computing was "definitely on the table," noting that companies were approaching Meta almost every week to buy access to its AI models or spare computing capacity. Earlier this month, Bloomberg News reported that Meta was building a cloud business designed to sell excess compute and host AI models for developers.
A formal lease deal with Anthropic would convert that stated interest into a concrete commercial relationship and signal how seriously Meta intends to compete in a market that until recently has been dominated by a handful of large cloud providers and a growing roster of neoclouds.
FAQ
What is the Meta-Anthropic compute deal reportedly worth?
The deal could be worth as much as $10 billion over two years, with Anthropic paying Meta in monthly installments, according to a source familiar with the discussions.
Who proposed the arrangement?
Anthropic first proposed the arrangement in June, the source said, and Meta is still evaluating it.
How did the market and the companies respond?
Meta shares fell more than 2% on Friday before trimming losses in extended trading. Anthropic, which has filed for an initial public offering, declined to comment, and Meta did not immediately respond to a request for comment.
Related coverage
Want help with this in Myrtle Beach or Long Island? Talk to us.
NewSunSEO
Grow in Google and AI Search
AI-SEO, local search, paid ads and websites from one team, with offices on Long Island and in Myrtle Beach.
- AI-SEO
- Local AI-SEO
- AI Consulting
- PPC
- Web Design
- Web Development
- Long Island Office(631) 320-1700
- Myrtle Beach Office(843) 492-7131
Request a Free Proposal
Tell us about your business and where you want to grow.
We will reply by email to talk through your goals and what a proposal would include.
We use your details only to reply to you and send what you asked for. See our Privacy Policy.
