Anthropic is in early talks to lease $10 billion in compute from Meta

https://media.thenextweb.com/2026/07/anthropic-meta-10-billion-compute-deal-talks.avif

TL;DR

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 on Friday.CNBC confirmed the early-stage discussions. The talks come weeks after Anthropic announced a $1.25 billion-per-month arrangement with SpaceX to use the Colossus 1 data centre’s Nvidia GPUs.

The deal would be another sign that Anthropic, despite approaching a $1 trillion valuation, cannot build compute capacity fast enough to meet demand for Claude. Access to AI chips remains a bottleneck, and the company places usage limits on its most advanced models. Google is also renting GPUs from SpaceXfor $920 million per month, and Google itself is rationing Gemini access to Meta because it...

Copyright of this story solely belongs to thenextweb.com. To see the full text click HERE

Read more