- Meta is in talks to lease computing power to Anthropic in a potential $10 billion AI compute deal.
- Meta is building huge AI capacity and exploring sales of spare compute to monetize its infrastructure.
- A signed deal would create a new revenue stream for Meta and intensify competition in AI hosting.
Meta Platforms, Inc. (NASDAQ: META), and Anthropic PBC are in preliminary discussions for a massive data center lease deal that could be worth up to $10 billion over two years. The partnership would give Anthropic, the Claude maker, access to additional artificial intelligence (AI) compute while enabling Meta to monetize its expanding AI data center infrastructure.
Meta and Anthropic Discuss Potential $10B AI Compute Deal
According to sources, Meta is in early-stage talks to lease portions of its AI computing power from its data centers to Anthropic. The potential agreement could be worth up to $10 billion, spanning two years.
Anthropic, the company behind the Claude family of models, proposed the arrangement in June, 2026. Under the proposed terms, Anthropic would make monthly payments of around $417 million to Meta across the agreed period, with both parties retaining the flexibility to exit the deal early.
Why Meta and Anthropic Are Pursuing the Massive AI Compute Deal
Both companies are driven by the acute global shortage of AI compute capacity, and the soaring costs of infrastructure. Anthropic faces intense pressure to scale its Claude models amid exploding user demand and usage limits on its most advanced offerings.
By leasing capacity from Meta, Anthropic can diversify its infrastructure providers, reducing reliance on partners such as Amazon Web Services, while securing reliable, high-performance GPUs without the full capital burden of building its own data centers.
For Meta, the deal represents an opportunity to monetize its enormous AI investments. Meta has been making significant investments in AI infrastructure, with capital expenditures expected to be in the range of $115B to $145B in 2026. Mark Zuckerberg has publicly said that there are parties interested in accessing its models or spare compute power, and that the company is looking at commercial cloud offerings.
Related: Meta Expands AI Infrastructure with Major Data Center Deals
What’s Next for AI Infrastructure and Crypto Markets?
AI infrastructure spending is accelerating with major hyperscalers like Amazon, Microsoft, Alphabet, Meta, and others estimated to spend $700B-$800B on capital expenditures this year, up about 70% from 2025. Further increases are expected into 2027, potentially approaching or exceeding $1T annually, while cumulative AI infrastructure investment is expected to exceed $5 trillion this decade.
Meanwhile, power has overtaken AI chips as the industry’s biggest constraint. US data center electricity demand is forecast to more than double from 31 GW to 66 GW by 2027, while global data center electricity consumption could reach 945 TWh by 2030.
As a result, these trends are creating new opportunities for infrastructure providers. For Meta, leasing AI compute could validate its Meta Compute strategy by creating a new recurring revenue stream while competing with AWS, Microsoft Azure, and Google Cloud. The AI infrastructure boom is also reshaping crypto markets, with Bitcoin miners announcing over $70B in AI and HPC deals.
Related: Anthropic Secures Billions in AI Compute Partnerships
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