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Anthropic Eyes $10 Billion Compute Deal With Meta
Anthropic is discussing a roughly $10 billion compute lease from Meta as AI companies struggle to secure enough GPUs for rising demand.
Image: TNW
Anthropic is in very preliminary talks to lease computing power from Meta in a deal worth about $10 billion, according to The New York Times. CNBC has also confirmed the early-stage discussions.
The potential agreement comes weeks after Anthropic announced a $1.25 billion-per-month arrangement with SpaceX to use Nvidia GPUs at the Colossus 1 data center. The deals highlight how access to AI chips remains a bottleneck, even as Anthropic approaches a $1 trillion valuation and demand for its Claude models continues to rise.
Anthropic has placed usage limits on its most advanced models, while other companies are also scrambling for capacity. Google is renting GPUs from SpaceX for $920 million per month, and Google is rationing Gemini access to Meta because it cannot serve demand.
Meta’s planned cloud business
For Meta, supplying Anthropic would be an early test of the cloud-computing business CEO Mark Zuckerberg has been signaling. Zuckerberg said in May that Meta was considering entering cloud services. Last October, he said companies “regularly ask if we have compute they could buy from us at some premium.”
Meta could spend as much as $145 billion on capital expenditure in 2026. The company also spent $145 billion on AI infrastructure, according to the report, and has redirected billions toward AI while cutting 8,000 jobs in May. Selling excess compute to Anthropic could help justify that spending to investors.
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A former senior AWS executive, Dave Brown, is set to join Meta, adding to signs that the company is preparing to commercialize its infrastructure.
The arrangement would create an unusual rivalry: Meta develops its own Llama models and competes with Anthropic’s Claude, yet could become Anthropic’s infrastructure provider. The same pattern is already visible elsewhere: SpaceX sells GPUs to both Anthropic and Google, while Google sells Gemini to Meta while limiting its access. Compute shortages are forcing competitors to rely on one another’s infrastructure.
AI Editor
Ava covers the rapidly evolving world of artificial intelligence, from foundational models and research labs to the real-world economics of intelligence. With a background in computational linguistics, she cuts through the hype to find out what actually works. She firmly believes that benchmarks are just marketing until reproduced in the wild.
via TNW
