Anthropic is in preliminary talks to lease computing power from Meta, according to a person familiar with the matter. The potential deal under discussion could be worth about US$10 billion.

The talks come weeks after Anthropic announced a similar deal with Elon Musk’s SpaceX to use computing capacity at its Colossus 1 data center to serve paid subscribers.

Anthropic has also relied on Nvidia chips through other partners. Access to enough AI chips remains a challenge for companies such as Anthropic, which places usage limits on its most advanced models, including Fable.

For Meta, the discussions would be an early step toward selling computing power from its AI infrastructure to outside customers.

Chief executive Mark Zuckerberg said in May that Meta was considering entering the cloud computing business. He also said Meta could spend as much as US$145 billion on capital expenditures, including AI infrastructure, in 2026.

Meta declined to comment.

🔗 Source: CNBC