Meta in Talks to Lease Data Center Computing Power to Anthropic for Up to $10 Billion

Meta is reportedly negotiating to lease AI computing capacity to rival Anthropic in a deal worth up to $10 billion over two years.

Meta Platforms is in talks to sell computing capacity from its AI data centers to Anthropic, the AI safety company behind the Claude models, in an arrangement that could be worth as much as $10 billion over two years, according to reporting by the New York Times and International Business Times. The deal would see Meta — primarily known as an AI consumer through its own products — act as a cloud computing vendor, leasing out excess capacity from its data center infrastructure. Anthropic, which competes with OpenAI and has received major investment from Amazon and Google, would use that capacity to run its AI workloads. The arrangement would mark an unusual pairing: Meta has invested heavily in building out its own AI infrastructure for internal use, and leasing spare capacity to a competitor-adjacent company would represent a new commercial direction. Anthropic has been rapidly scaling its computing needs as it develops and deploys its Claude family of large language models. The reported $10 billion figure, spread over two years, would make this one of the largest compute-leasing deals in the AI industry to date, underscoring the enormous and growing appetite for GPU and data center resources across the sector.

Why it matters

The deal would signal that major tech companies are beginning to monetize their AI infrastructure buildouts by acting as compute suppliers, potentially reshaping the competitive and commercial landscape of the AI industry. For Anthropic, securing additional compute at scale is critical to keeping pace with better-resourced rivals.

What's next

Talks are ongoing and no deal has been confirmed; terms and timing of a potential agreement have not been disclosed.

Key facts

• The potential deal is valued at up to $10 billion over a two-year period
• Meta would lease computing power from its own AI data centers to Anthropic
• Anthropic is the AI safety company behind the Claude large language models
• The New York Times and International Business Times both reported on the talks
• No deal has been finalized; discussions are described as ongoing negotiations
• Anthropic has existing major compute partnerships with Amazon and Google

Bias & framing notes

All three sources report the same core claim — Meta in talks with Anthropic for a compute deal worth up to $10 billion — with no factual conflicts. However, body text was unavailable from the NYT and Markets Insider, so the sourcing methodology and original reporting attribution could not be independently verified. The IBT framing ('Meta May Have Found A New AI Business') emphasizes Meta's commercial opportunity, while the NYT headline is neutral and descriptive.

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