Claude’s parent company is looking to secure a massive amount of artificial intelligence hardware from an unlikely ally. According to reports, Anthropic is in preliminary discussions with Meta Platforms to lease computing power in a deal that could be worth up to $10 billion over a two-year period.
As the New York Times reports, sources familiar with the matter say the proposal originally came from Anthropic in June (via CNBC). Under the tentative terms, the creator of the Claude large language models would pay Meta in monthly increments, with options for both companies to exit the agreement early.
The discussions remain in very early stages and face internal structural hurdles. The tech giant does not currently operate a commercial business dedicated to selling or renting its computing power to third parties. So, a deal like this one would require a lot of additional background work.
The relentless hunt for Nvidia silicon
This multi-billion-dollar negotiation highlights the intense pressure top-tier AI firms face to secure advanced infrastructure. Access to high-end GPUs, specifically Nvidia‘s enterprise chips, remains a critical bottleneck for the entire industry.
Given these hardware constraints, Anthropic routinely places usage restrictions on its premium models, such as Fable. Renting infrastructure from large conglomerates has become a key expansion strategy for the startup.
Just weeks before the Meta discussions leaked, Anthropic finalized a similar arrangement in May with Elon Musk’s SpaceX. That agreement granted Anthropic access to the full computing capacity of the Colossus 1 data center in Memphis, Tennessee, specifically to stabilize performance for its paid subscribers.
Meta’s upcoming cloud ambitions
For Meta, entering a lease agreement with Anthropic offers a clear path to commercializing its massive data centers. Meta CEO Mark Zuckerberg previously noted during a shareholder meeting that external firms frequently approach the company to purchase spare compute capacity at a premium.
Diversifying into infrastructure leasing would allow the social media giant to compete directly against specialized neocloud providers like CoreWeave and Nebius. The move could also reassure investors that Meta can generate direct revenue from its massive hardware investments beyond simply optimizing its core social media advertising platforms.
Also, the financial scale of this ecosystem is growing rapidly. Meta is expected to spend up to $145 billion on capital expenditures and AI infrastructure. The firm has apparently recruited Amazon Web Services veteran senior executive Dave Brown to help manage such a potential change in operations.
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