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