Anthropic is in preliminary discussions to secure a lease of $10 billion in computing resources from Meta.

Anthropic is in preliminary discussions to secure a lease of $10 billion in computing resources from Meta.

      Anthropic is reportedly in initial discussions to lease computing power from Meta in a potential $10 billion deal, according to the New York Times. CNBC also confirmed these early talks. This development follows Anthropic's recent announcement of a $1.25 billion-per-month agreement with SpaceX for access to Nvidia GPUs at the Colossus 1 data center.

      This prospective deal highlights Anthropic's struggle to scale its compute capacity quickly enough to satisfy the demand for its AI model, Claude, despite nearing a $1 trillion valuation. Access to AI chips remains a significant hurdle, and the company has to impose usage limits on its most advanced models. Similarly, Google is leasing GPUs from SpaceX for $920 million each month and is currently rationing access to its Gemini model for Meta due to overwhelming demand.

      For Meta, a partnership with Anthropic would kickstart the cloud computing venture that CEO Mark Zuckerberg has hinted at. In May, Zuckerberg indicated that Meta was contemplating a move into cloud services, and in October of the previous year, he mentioned that companies frequently inquire about purchasing computing resources from Meta at a premium. Meta anticipates capital expenditures as high as $145 billion by 2026. Moreover, former senior AWS executive Dave Brown is set to join Meta. The company, which laid off 8,000 employees in May, is redirecting substantial funds towards AI infrastructure. Selling excess computing capacity to Anthropic would provide justification for that expenditure in the eyes of investors.

      This arrangement would create a unique situation: while Meta develops its own Llama models and competes with Claude, it would also serve as Anthropic's infrastructure provider. The ongoing compute shortage has made such partnerships more common; for instance, SpaceX supplies GPUs to both Anthropic and Google, while Google sells its Gemini model to Meta but limits access. The competitive boundaries within the AI industry are increasingly blurred as all players grapple with a greater demand for computing resources than they can independently produce.

Other articles

1Password allows Claude to access your accounts without giving away the keys. 1Password allows Claude to access your accounts without giving away the keys. 1Password can now log Claude into websites without revealing passwords or one-time codes; however, the security stops after the login, as the AI starts functioning within your account. For the first time in ten years, China will impose taxes on lithium and solar batteries, while sodium batteries will continue to be exempt. For the first time in ten years, China will impose taxes on lithium and solar batteries, while sodium batteries will continue to be exempt. China will conclude a decade-long exemption from consumption tax on lithium batteries (2% starting in September, rising to 4% in 2027) and solar cells. However, sodium and solid-state options will remain exempt. Sonos users are finally receiving a more user-friendly app, but the release has a drawback. Sonos users are finally receiving a more user-friendly app, but the release has a drawback. The Sonos app is introducing improved navigation, the ability to customize speaker sorting, and revamped volume controls for iOS. However, the rollout will occur gradually and may take up to two weeks to be available to all users. Tesla produced a balance bike for toddlers priced at $225. It features no motor and no pedals, and is already out of stock. Tesla produced a balance bike for toddlers priced at $225. It features no motor and no pedals, and is already out of stock. Tesla's Balance Bike for Kids is a toy designed for children aged 2 to 5, featuring a magnesium frame and no pedals or motors. It sold out immediately. Musk continues to refrain from producing an electric bike for adults. Zoox, a subsidiary of Amazon, has recalled 105 robotaxis following an incident where one of the vehicles entered a dense smoke area at an ongoing fire site. Zoox, a subsidiary of Amazon, has recalled 105 robotaxis following an incident where one of the vehicles entered a dense smoke area at an ongoing fire site. Last month, a Zoox robotaxi arrived at an emergency scene in Las Vegas that was filled with smoke. This recall comes in response to a directive from the NHTSA requiring autonomous vehicle companies to address issues related to first responders. Palantir's CEO anticipates that AI will significantly increase his wealth by 20 times, while middle-class employees will see only slight salary increases. Palantir's CEO anticipates that AI will significantly increase his wealth by 20 times, while middle-class employees will see only slight salary increases. Alex Karp states that AI has the potential to increase his $15 billion fortune to $300 billion, while the average salaries only double. He described this disparity as a "complete decoupling" and identified it as "a problem for society."

Anthropic is in preliminary discussions to secure a lease of $10 billion in computing resources from Meta.

The agreement would come after Anthropic's $1.25B monthly arrangement with SpaceX for Colossus. Meanwhile, Meta is developing a cloud business to capitalize on $145B invested in AI infrastructure.