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Meta in Talks to Lease Computing Power to Anthropic in Potential $10 Billion Deal
Meta is negotiating a $10 billion computing deal to supply Anthropic with infrastructure over the next two years.
What: Meta is considering a proposal from Anthropic to lease AI computing power, a move that would provide Meta with a new revenue stream while it scales its own AI products.
Why it matters: This underscores the extreme scarcity of H100-class compute, forcing even well-funded AI labs to rent capacity from social media incumbents who invested early in massive GPU clusters.
Original article
Anthropic proposed a computing deal with Meta in June that could be worth as much as $10 billion over two years. Meta is considering the deal, which would involve monthly payments and the option to opt out of any agreement early. The talks show how demand for more computing power is still high. The deal could open up a new line of business for Meta and provide Meta with a new revenue stream until demand for its own AI services catches up.
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