Meta in talks to rent AI compute to Anthropic for up to $10B

Meta's potential deal with Anthropic represents the first concrete test of a revenue strategy CEO Mark Zuckerberg outlined to investors: selling excess AI compute capacity when the company's own demand does not consume all available resources. Meta is spending up to $145 billion（約23兆円） this year mostly on AI infrastructure, and Zuckerberg signaled to investors that monetizing surplus capacity could offset some of that investment. The timing aligns with Anthropic's immediate pressure: Claude Code demand has surged, and the company needs capacity quickly. Notably, Anthropic is not abandoning its own infrastructure ambitions—it has already signed a $45 billion（約7.2兆円） deal with SpaceX AI and hired former Google executives to build in-house data centers, suggesting this compute rental may be a bridge solution rather than a long-term arrangement. For Meta, the deal would establish a precedent for turning infrastructure into a new business line, though the fact that either party can still walk away reflects the deal's early stage and lack of formal commitment.