Anthropic is in early talks to lease computing power from Meta in a potential $10 billion deal, CNBC reports. The move signals deepening ties between AI labs and big tech's infrastructure arms.
Anthropic is in very preliminary talks to lease computing power from Meta, a person familiar with the matter told CNBC's Kate Rooney.
Shares of the social media giant climbed off their lows of the day Friday after the New York Times reported a potential deal worth about $10 billion was being discussed.
The talks come weeks after Anthropic announced a similar deal with Elon Musk's SpaceX to use the computing capacity at its Colossus 1 data center to improve capacity for paid subscribers. They are a sign that Anthropic, one of the leading artificial intelligence labs, continues to make big commitments with other AI labs to use their access to AI chips made by Nvidia.
Access to enough AI chips remains a challenge for firms like Anthropic, which places usage limits on its most advanced models like Fable.
The talks also come after Meta CEO Mark Zuckerberg said in May that the social media company was considering entering the cloud computing business, in an effort to show investors that the firm can make money from AI investments beyond improvements to its current business. Dave Brown, a former senior executive at Amazon Web Services, is set to join Meta as the company's head of infrastructure, according to the Wall Street Journal.
Meta could spend as much as $145 billion on capital expenditures, including for AI infrastructure, in 2026. Last October, Zuckerberg said that companies are regularly "asking if we have compute that they could buy from us at some premium to what we've bought it at."
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