Anthropic Begins Discussions on Renting Meta's Computing Power

CNBC reported that Anthropic is in early-stage talks about renting Meta's computing power, with potential deal size rumored at around $10 billion. Following the news, Meta's stock rebounded during trading on the day. The discussions align with Anthropic's broader strategy to expand external infrastructure, including a recent contract with SpaceX-like terms to leverage Colossus One data center computing capacity for premium subscribers. Anthropic continues securing large-scale contracts with other AI firms to access NVIDIA AI chips, though AI chip availability remains a challenge. The report notes this constraint may explain Anthropic's usage caps on top models like 'Palmyra.' Meanwhile, Meta is also considering entering the cloud computing business, with CEO Mark Zuckerberg stating the move aims to showcase revenue opportunities from AI investments. The company has also restructured its cloud infrastructure team, hiring former AWS executive Dave Brown as infrastructure head and planning up to $145 billion in capital expenditures for AI infrastructure by 2026.