Key Takeaways
- Meta is reportedly considering leasing its AI computing power to Anthropic for up to $10 billion over two years.
- The deal would involve monthly payments and both companies have the option to exit early.
- Anthropic, behind Claude, needs significant computing resources to train advanced AI models.
Meta is reportedly in talks with Anthropic to lease its AI computing power from data centers worth up to $10 billion over a two-year period. According to sources familiar with the matter, Anthropic proposed this deal in June. The agreement would involve monthly payments and both companies have the option to terminate early.
The potential deal could provide Meta with a new revenue stream from its substantial AI infrastructure investments. Meta has been heavily investing in data centers and computing resources to support its own AI models and products. Renting some of this capacity to outside companies would position Meta closer to the AI cloud market, where demand for GPUs and data center capacity remains extremely high.
Bloomberg reported that Meta is building a cloud business aimed at selling excess AI computing power and possibly offering access to its own AI models through infrastructure. Anthropic, known for its Claude model, has already signed similar compute deals, including one with SpaceX worth around $1.25 billion per month through May 2029.
The talks highlight the growing importance of computing power in the AI industry. Companies developing advanced AI models require access to large numbers of chips, data centers, and power supplies. As demand increases, even rivals are exploring infrastructure deals to secure sufficient capacity for training and inference. Anthropic recently released Claude Fable 5, while OpenAI is also pushing more advanced models.
Meta has been building its own AI models but still aims to close the gap with frontier model companies like Anthropic. Leasing compute could help Meta earn revenue from its infrastructure while it continues improving its own AI systems. Reuters reported that Meta does not yet have an established business for selling computing power, which means this plan would mark a major shift if it moves forward.
Both Meta and Anthropic declined to comment on the report. For now, the talks remain preliminary. However, if the deal goes through, it would demonstrate that Meta’s AI data centers are not only a cost for building its own models but could also become a significant new revenue source.
