Meta is in talks to rent artificial intelligence computing capacity to Anthropic for potentially $10 billion（約1.6兆円） over two years, marking the first major test of CEO Mark Zuckerberg's strategy to monetize excess AI infrastructure.
The deal would create a new revenue stream for Meta, which is spending up to $145 billion（約23兆円） this year mostly on AI, while helping Anthropic meet surging demand for its Claude Code product without immediate investment in its own data centers.
What happened
Meta is in talks with Anthropic to rent out compute capacity from its data centers, potentially worth up to $10 billion（約1.6兆円） over two years, according to the New York Times. Anthropic pitched the arrangement in June, and Meta is still reviewing it; either side could walk away.
Why it matters
For Meta, this creates a new revenue stream from excess AI capacity—a possibility CEO Mark Zuckerberg flagged to investors. For Anthropic, it addresses surging demand for Claude Code without building infrastructure from scratch, though the company is also pursuing a longer-term strategy to build its own data centers.
What to watch
Meta is currently reviewing the deal and has not committed; the arrangement could fall through. Anthropic has already signed a $45 billion（約7.2兆円） deal with SpaceX AI and has hired former Google executives to lead internal data center development, so this rental agreement may be temporary while it builds its own capacity.
Ask the AI about this article →
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.
For example, today's edition would include:
AI-summarized, only the topics you pick — one digest a day via Email, Slack, or Discord.
Free · takes 30 seconds · unsubscribe anytimeWhat is AIToday? →
Ask AI anything about this article. Q&As are published on this page for other readers too.
Phonely Ltd. launched Alma, a large language AI model built for voice agents and trained on over 10 million re…
Aranya Inc., a startup founded last year, launched today with $11 million in funding
CBTS Technology Solutions LLC launched Forge Agents, a platform that turns a plain-language job description in…
Imec CEO Patrick Vandenameele said at SEMICON Taiwan 2026 that the Belgian research center is broadening its c…
Alphabet's AI Overviews now reach over 2.5 billion monthly users through Google Search, and its ad business ge…
Sarah O’Connor's book 'We Are Not Machines' explores how mechanization and AI have transformed the workforce…
