Meta stock slips then rebounds on report of $10B Anthropic computing deal

According to The New York Times, Anthropic proposed a computing arrangement with Meta in June, citing people familiar with the discussions. The reported value of the arrangement is $10 billion（約1.6兆円）. Meta's stock initially slipped following the report but subsequently bounced back. The article does not provide further detail on the nature of the computing arrangement, whether it has been accepted, or what timeline might apply.

The report reveals the enormous infrastructure costs driving competition in AI development. Anthropic's proposal to Meta for a $10 billion（約1.6兆円） computing deal, disclosed in June, underscores how major AI labs are seeking partnerships to secure the vast computational resources needed for training and running large language models. The body does not detail the specific terms, scope, or current status of negotiations—only that the proposal exists and was made through the New York Times source.