Meta is considering a data center agreement with Anthropic worth up to $10 billion over two years, potentially creating a new cloud business. Key Points: Talks remain preliminary. The propose
Meta is considering a data center agreement with Anthropic worth up to $10 billion over two years, potentially creating a new cloud business.
- Talks remain preliminary.
- The proposed agreement could reach $10 billion over two years.
- A deal would give Anthropic more capacity while helping Meta seek returns from its expanding AI infrastructure.
Media reported on Jul. 17 that Anthropic could lease computing power from Meta’s data centers, although the companies may not reach an agreement. Reuters confirmed the discussions. The contract would mark a shift for the owner of Facebook and Instagram, which still earns most of its revenue from advertising.
Meta has considered selling access to its computing systems as it spends heavily on artificial intelligence. A lease with Anthropic would move that idea from a possible future option toward a commercial test.
The company expects capital expenditures of $125 billion to $145 billion in 2026 because of AI infrastructure, equipment costs and additional data center capacity. Leasing part of that network could create revenue without forcing Meta to abandon its internal model-development plans. The spending remains unusually high.
Also Read:North Korean Developer Worked On MetaMask Code For 1 Month Undetected
Mark Zuckerberg told shareholders in May that outside companies approach Meta “almost every week” seeking access to its models or computing capacity. He said a cloud business was “definitely on the table,” but Meta has not announced one.
His remarks suggest Meta views outside demand as a safeguard if its infrastructure eventually exceeds internal requirements.
A contract would place two AI competitors in a commercial relationship, with Meta supplying the computing power required to train and operate Anthropic’s Claude models.
Anthropic needs advanced processors, reliable power and dedicated facilities as demand grows among subscribers and enterprise customers. Investors would also gain an early measure of Meta’s ability to recover part of its infrastructure costs.
The proposal follows Anthropic’s May agreement with SpaceX, led by Elon Musk, for access to the Colossus 1 data center and more than 220,000 Nvidia processors.
Reports valued that contract at nearly $45 billion over three years. The earlier contract was much larger.
Anthropic raised usage limits for paying customers after announcing the SpaceX capacity deal. That agreement showed how scarce computing resources had become, and why AI developers increasingly rent infrastructure from companies they otherwise compete against.
Read Next:XRP Could Eclipse Ethereum If $1 Trillion Market Cap Thesis Holds
