Anthropic is engaged in early-stage discussions to lease compute capacity from Meta Platforms, according to a source close to the matter cited by CNBC. The New York Times reports that the potential deal could be worth up to $10 billion.
Market response and timing
The report prompted Meta Platforms' share price to move off its daily low on Friday. The talks began only a few weeks after Anthropic announced a separate agreement with Elon Musk's SpaceX, under which Anthropic will use compute capacity at SpaceX's Colossus 1 datacenter to improve service for paid subscribers.
Why this matters
The developments highlight that Anthropic — regarded as one of the leading AI labs — continues to rely on substantial partnerships with other technology firms to secure access to the high-performance chips made by Nvidia and the necessary datacenter infrastructure. Such partnerships can shape the scalability and cost structure of large language models and other AI services.
Corporate comment
Meta Platforms declined to comment on the reports.
This article does not constitute investment advice or a recommendation.
