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Anthropic eyes $10B Meta compute lease
Anthropic is reportedly in early talks to lease about $10 billion in compute from Meta, as AI chip shortages keep redrawing rivalries.
Image: TNW
Anthropic is in very early talks to lease roughly $10 billion in computing power from Meta, according to The New York Times. CNBC also confirmed the early-stage discussions.
The reported deal comes just weeks after Anthropic disclosed a $1.25 billion-per-month arrangement with SpaceX to use Nvidia GPUs at the Colossus 1 data center. Together, the talks underline a familiar problem for leading model makers: even companies nearing massive valuations still cannot build enough capacity fast enough to keep up with demand.
Anthropic, which the report says is approaching a $1 trillion valuation, has faced the same constraint as its rivals. Access to AI chips remains a bottleneck, and the company has placed usage limits on its most advanced Claude models.
The shortage is hitting competitors across the market. Google is also renting GPUs from SpaceX for $920 million per month, while Google is rationing Gemini access to Meta because it cannot meet demand.
For Meta, supplying Anthropic would be more than a large infrastructure contract. It would mark an early step toward the cloud computing business that CEO Mark Zuckerberg has been hinting at. In May, Zuckerberg said Meta was considering entering cloud. Last October, he said companies “regularly ask if we have compute they could buy from us at some premium.”
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Meta could spend as much as $145 billion on capital expenditure in 2026. Dave Brown, a former senior AWS executive, is set to join the company. Meta also cut 8,000 jobs in May while shifting billions toward AI infrastructure, and a compute deal with Anthropic could help show investors a return on that spending.
The arrangement would be unusual but increasingly common: Meta competes with Anthropic through its Llama models, yet could also become Anthropic’s infrastructure provider. That overlap is spreading across the industry as compute demand outpaces supply. SpaceX sells GPUs to both Anthropic and Google, and Google sells Gemini to Meta while limiting Meta’s access at the same time.
Enterprise Editor
Marcus follows the money. He covers enterprise software, cloud architecture, and the tectonic shifts in Big Tech strategy. He translates dense earnings calls and complex M&A activity into actionable insights about where the industry is actually heading. If a tech giant makes a silent pivot, Marcus is usually the first to notice.
via TNW
