According to the New York Times, Meta is negotiating to lease compute capacity from its AI data centers to Anthropic, with a potential two-year deal valued at up to $10 billion. The proposal was made by Anthropic in June and is currently under evaluation by Meta. The move highlights Meta's excess compute capacity and Anthropic's growing need for resources to train its AI models.
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According to the New York Times, Meta is in talks with Anthropic for a two-year AI data center compute lease agreement worth up to $10 billion. This unusual move reveals Meta's excess compute capacity amid slow AI model progress and marks a strategic shift from self-use to commercialization.
According to the New York Times, citing three sources, Meta is in talks to lease compute from its own AI data centers to Anthropic. The two-year agreement could be worth up to $10 billion. Sources said Anthropic proposed the deal in June 2026, and Meta is currently evaluating it, with details still being adjusted.
By 2026, Meta's data center available capacity will reach 5 GW, but its AI models have been progressing slowly for nearly two years, leaving a large amount of compute idle. This may be a key reason Meta is considering leasing out compute.
This report is primarily based on the New York Times article, which cites three sources, making it a secondary source. Deal details are still being adjusted, and whether it will ultimately be finalized remains uncertain.
The compute lease negotiations between Meta and Anthropic reflect a mismatch in AI compute supply and demand: one party has excess capacity while the other has strong demand. If the deal goes through, it would set a precedent for compute commercialization among major tech companies.
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