Meta is negotiating a deal to lease computing power from its AI data centers to Anthropic in an agreement potentially worth up to $10 billion over two years, according to livemint.com. The discussions are at an early stage and may not lead to a finalized contract, but the deal could monetize Meta's extensive AI infrastructure investment.
The talks involve Meta leveraging its massive AI infrastructure, initially viewed as a costly overbuild, by offering Anthropic access to its data center computing capacity. The New York Times reported that three individuals familiar with the discussions confirmed the potential deal size and timeline. Meta's AI ambitions have driven the buildout of this infrastructure, which now presents a revenue opportunity through leasing arrangements.
This potential agreement highlights a shift in how tech giants manage AI infrastructure costs by sharing resources with other AI firms. Comparable deals in the sector have shown that leasing computing power can offset heavy capital expenditures on AI hardware. Anthropic, an AI startup, would gain access to substantial computing resources without the upfront investment, while Meta could open a new revenue stream from its existing assets.
Meta's AI infrastructure deal with Anthropic, if finalized, would span two years and reach up to $10 billion, marking one of the largest computing power agreements in the AI sector, according to livemint.com.