Meta is in advanced negotiations to offer private cloud instances of Anthropic’s Claude AI models in a deal estimated at around $10 billion over two years. The arrangement, first reported by SemiAnalysis on July 2, would effectively turn Meta into something resembling a cloud provider, hosting and serving a competitor’s AI models through its own infrastructure.
The structure reportedly mirrors what hyperscalers like Amazon Bedrock already offer: managed access to AI models through a cloud platform.
Meta’s neocloud ambitions and the numbers behind them
The context for this deal is Meta’s staggering investment in AI infrastructure. The company has planned capital expenditures in the range of $125 billion to $145 billion for 2026 alone.
With that kind of spending, you end up with a lot of compute capacity. Meta’s play here is to monetize the excess, entering what industry observers are calling the “neocloud” space. Rather than letting expensive GPUs sit idle between training runs, Meta would rent them out as managed AI hosting environments.
