Meta Platforms is reportedly discussing a significant deal to lease computing power to Anthropic. This potential agreement could be valued at as much as ten billion dollars over two years. Such a partnership would help Meta diversify its revenue streams beyond advertising. Anthropic proposed this deal in June, and Meta is currently considering the terms. Both companies retain the option to exit the agreement early if needed.

As Meta increasingly looks set to become a cloud provider

The deal would follow Anthropic's $1.25B/month SpaceX Colossus arrangement. Meta is building a cloud business to monetise $145B in AI infrastructure spending.