Meta in $10B AI Compute Deal Talks With Anthropic
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- Meta is in talks to lease its AI computing infrastructure to Anthropic in a deal potentially worth ~$10 billion over two years, according to sources.
- Anthropic is reportedly considering paying up to $10 billion for access to Meta’s data centers, as demand for AI training capacity outpaces supply.
- Meta could establish a new business line by selling excess compute power, leveraging its massive in-house AI hardware investments.
- The deal would underscore the intense competition for AI infrastructure, with even well-funded startups like Anthropic seeking external capacity.
- Claude Fable 5 will be included in Max and Team Premium plans at 50% of limits starting July 20, and accessible via usage credits for Pro and Team Standard users.
Why it matters: For Anthropic, securing $10 billion in compute ensures model development pace amid an AI race where infrastructure is a bottleneck; for Meta, it turns billions in fixed infrastructure costs into a potential high-margin revenue stream, altering its role from AI builder to enabler.
