Meta is reportedly in talks with Anthropic to rent out compute capacity from its data centers. This deal could mark the first major customer for Meta's plan to sell AI compute resources.
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According to a report by The New York Times, Meta is in talks with Anthropic over a compute capacity lease agreement potentially worth up to $10 billion. If finalized, the deal would open a new revenue stream for Meta while alleviating Anthropic's compute pressure from surging demand for Claude Code. However, both parties may walk away, and Anthropic's long-term plan to build its own data centers adds uncertainty to the partnership's prospects.
According to a report by The New York Times, Meta is in talks with Anthropic to lease compute capacity from its data centers. The potential agreement is valued at up to $10 billion over two years. Anthropic proposed the arrangement in June 2026, and Meta is still reviewing it; either party may opt out.
If the deal is finalized, it would open a new revenue stream for Meta. Meta CEO Mark Zuckerberg has previously told investors that he could sell excess compute capacity if the company's own AI demand does not keep pace.
Meta plans to spend up to $145 billion this year, primarily on AI infrastructure. The company is also expanding into new revenue sources, including a paid AI subscription service called "Meta One" and even investing in space-based solar power to supply its data centers. These moves indicate Meta is actively seeking to convert its massive compute investments into diversified revenue streams.
Anthropic needs additional compute because demand for its product Claude Code has surged. The company previously signed a $45 billion agreement with SpaceXAI. However, in the long term, Anthropic wants to build its own data centers and has hired a former Google executive to lead that effort. This suggests Anthropic may view the lease as a short-term solution rather than a long-term dependency.
This report is based on an article by The New York Times, republished by THE DECODER. The core facts (existence of negotiations, amount, timing, positions of both parties) come from that report but have not been officially confirmed by Meta or Anthropic. Therefore, the negotiation details should be treated as source claims rather than confirmed facts.
The compute lease negotiations between Meta and Anthropic reflect intense competition and strategic maneuvering over compute resources among AI industry giants. Meta seeks to monetize its massive infrastructure investments, while Anthropic balances short-term needs with long-term autonomy. Whether the deal materializes will depend on both parties' assessments of cost, control, and future demand.
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